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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-30 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Palmer, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Bethel | CT | 06/2021 | 06/2025 |
| Sequent Planning, Llc | Palmer | MA | 09/2025 | 09/2025 |
| Legal Shield | Palmer | MA | 06/2014 | Present |
| Global Financial Networx, Llc | Glastonbury | CT | 04/2008 | Present |
| Portfolio Medics | Bonita Springs | FL | 10/2025 | Present |
Insurance agent through Global Financial Network. Here, he devotes fifteen hours a week on transacting in insurance products including annuities. He spends approximately 15 hours a month during market and non-market hours on this activity. Sales Representative for Legal Shield. In this role Mr. Fortunato sells legal and identity theft services to clients. He spends approximately 20 hours a month in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-30 |
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