Mitchell William Allen

Current Employers

Employment History

• 06/2017 → 12/2017
  Security Financial Management Inc.
  Orlando, FL
• 08/2013 → 05/2017
  University Of Florida
  Gainesville, FL
• 09/2017 → 01/2022
  Proequities, Inc.
  Orlando, FL
• 12/2017 → 01/2022
  Proequities, Inc.
  Orlando, FL
• 01/2022 → Present
  Kestra Investment Services, Llc
  Melbourne, FL
• 01/2022 → Present
  Kestra Advisory Services, Llc
  Melbourne, FL

Previous Registrations

• 2017-12-08 → 2022-02-25
  Concourse Financial Group Securities, Inc.
  Orlando, FL

Other Businesses

(dba) SECURITY FINANCIAL MANAGEMENT; Investment related; 2420 S. Lakemont Avenue, Suite 120, Orlando FL 32814; Financial Services; Investment Advisor (Start 12/2017)/Insurance Agent (Start 04/2018); 20 hours per month; Providing investment advisory services as well as offer variable life and annuity, equity indexed annuity, fixed annuity and life insurance products.// Business Name: SECURITY FINANCIAL MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/15/2018 ADDRESS: 2420 S. Lakemont ave, Suite 120, Orlando FL 32814 DESCRIPTION: Providing investment advisory services as well as offer variable life and annuity, equity indexed annuity, fixed annuity and life insurance products. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Providing investment advisory services as well as offer variable life and annuity, equity indexed annuity, fixed annuity and life insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-07