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1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-06 |
Branch Locations
1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
214 Arbor Glen Drive., Palm Harbor, FL 34683 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Food, Inc | Tampa | FL | 06/2014 | 07/2021 |
| Social Dynamic Selling | St. Petersburg | FL | 07/2021 | 02/2022 |
| Cornerstone Financial | Morristown | NJ | 02/2022 | 09/2023 |
| Back40 Financial | Palm Harbor | FL | 09/2023 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 06/2024 | 09/2024 |
| Api Financial Advisors, Llc | Rockledge | FL | 06/2025 | Present |
LICENSED INSURANCE AGENT (FIXED INSURANCE) INVESTMENT RELATED; FLORIDA; SALE OF INSURANCE PRODUCTS; 80 HRS/MO;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-30 |
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