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633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-08 |
Branch Locations
6810 N. State Road 7, Coconut Creek, FL 33073 • United States
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Coconut Creek | FL | 01/2012 | 07/2024 |
| Pacific Select Distributors Inc | Newport Beach | CA | 01/2012 | 06/2024 |
| Lsf Capital Llc | Fort Lauderdale | FL | 09/2024 | 02/2025 |
| Royal Fund Management, Llc | Lady Lake | FL | 02/2025 | 06/2025 |
| Cotter Financial Group Llc. | Coconut Creek | FL | 09/2024 | Present |
| Kinetic Investment Management, Inc. | Coconut Creek | FL | 06/2025 | Present |
7/2024 Cotter Financial Group, LLC; Founder/ Retirement Income Planning Specialist, Investment Related; Tax Purposes; Coconut Creek, FL; 10 Hours / month; 2 Hours during trading hours/month; doing workshops and building a foundation of centers of influence for referral purposes 1990 Independent Licensed insurance Agent; Investment Related; Florida; Life, Health and Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-28 |
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