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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-18 |
Branch Locations
13131 University Drive, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Fort Myers | FL | 02/2014 | Present |
| World Financial Group, Inc. | Fort Myers | FL | 01/2014 | Present |
| Modestino Beverages Llc | Fort Myers | FL | 06/2014 | 04/2017 |
| Pinnacle Equity Llc | Cape Coral | FL | 12/2014 | 05/2018 |
| Sellstate Maximum Perfomance Realty | Bonita Springs | FL | 05/2018 | Present |
| Iannone Insurance | Fort Myers | FL | 08/2015 | Present |
| Iannone Real Estate Exchange Llc | Fort Myers | FL | 06/2018 | Present |
| Flagler Insurance Agency Inc | Fort Myers | FL | 08/2015 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FLAGLER INSURANCE AGENCY INC / emp dates: 0815 TO PRESENT/ INVESTMENT RELATED: NO /address: 4575 VIA ROYALE, SUITE 105, FORT MYERS, FL 33919 / position: ASSOCIATE AGENT / nature of business: GENERAL LINES INSURANCE SALES/ hrs work monthly:40 / Sec trading hrs:2 / duties: SOLICIT AND SELL GENERAL LINES INSURANCE, HOME, AUTOS, COMMERCIAL POLICIES IANNONE REAL ESTATE EXCHANGE LLC/YES/12331 TOWNE LAKE DRIVE UNIT 2 FORT MYERS, FL 33912/OWNER 6/01/2018/LOOK FOR PASSIVE REAL ESTATE INVESTMENTS FOR ITS OWNER Sellstate Maximum Performance Realty/NO/8870 TERRENE CT BONITA SPRINGS, FL 34135/REALTOR 5/1/2018 / OBTAIN LISTINGS, SALES OR REAL ESTATE Approved with restrictions Iannone Insurance/no/12331 Towne Lake Dr. Unit 2 Fort Myers, FL 33913/owner 8/26/15 excess surplus lines property insurance / 40/2/ Sales service/approved with restrictions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-13 |
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