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100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-10 |
Branch Locations
100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Veterans Affairs | Philadelphia | PA | 08/2014 | 03/2019 |
| Pfs Investments Inc | Union | NJ | 07/2018 | 10/2018 |
| Primerica Financial Services | Union | NJ | 07/2017 | 10/2018 |
| Evershore Financial Group | Boca Raton | FL | 06/2023 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 06/2023 | 08/2023 |
| Securian Financial Services | Saint Paul | MN | 06/2023 | 08/2023 |
| Portico Church | Charlottesville | VA | 01/2021 | 01/2024 |
| Riverside Church | North Lauderdale | FL | 03/2019 | 12/2020 |
| Cetera Advisor Networks Llc | Boca Raton | FL | 08/2023 | 08/2023 |
| Thrivent Investment Management Inc | Charlottesville | VA | 01/2024 | 04/2025 |
| Evershore Financial Group | Boca Raton | FL | 06/2023 | 08/2023 |
| Thrivent Financial | Appleton | WI | 02/2024 | 08/2024 |
| Thrivent Financial | Appleton | WI | 08/2024 | 04/2025 |
| Allgen Financial Advisors, Inc. | Orlando | FL | 06/2025 | Present |
| One Family Church | Apopka | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-25 |
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