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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-03 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Fort Meyers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Speckman Financial Group | Ft Myers | FL | 01/1986 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2010 | 12/2016 |
| Ohio National Life Insurance Company | Cincinnati | OH | 08/2008 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2017 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2017 | 05/2017 |
| Center Street Advisors Inc | Alva | FL | 06/2017 | 03/2023 |
| Regal Investment Advisors | Alva | FL | 04/2023 | 09/2024 |
| Portfolio Medics | Bonita Springs | FL | 09/2024 | Present |
Business Name: Speckman Financial Group, Inc - Investment Related: Yes - Address: PO Box 60025, Ft Myers, FL 33906 - Nature of Business: Insurance - Title or Relationship: President - Start Date: 5/15/1984 - Hours per month: 20 - Hours per /month during trading and non-trading hours: Duties: Insurance sales to clients, business administration and service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-26 |
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