American Financial Advisors Inc
Legal Name: AMERICAN FINANCIAL ADVISORS INC
201 SOUTH ORANGE AVENUE, SUITE 1005, ORLANDO, FL
Full Contact Details
Other Info
American Financial Advisors Inc is legally known as AMERICAN FINANCIAL ADVISORS INC. It is a FL Corporation. This firm has 6 employees, of which 6 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 27, 1999.
Direct Owners
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LESLIE J. KELLY REVOCABLE TRUST U/A/D 03/04/2008
OWNER owns more than 50% but less than 75%
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LESLIE JEANNE KELLY
PRESIDENT/CHIEF COMPLIANCE OFFICER, COO owns less than 5%
-
MATTHEW JOHN BOYCE
TREASURER, CFO, VICE PRESIDENT owns more than 10% but less than 25%
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WILLIAM ANDREW MERTES
SECRETARY, CIO, VICE PRESIDENT owns less than 5%
Indirect Owners
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LESLIE JEANNE KELLY
TRUSTEE owns 75% or more
Firms Located Nearby
- Allgen Financial Advisors Inc
- CNL Strategic Capital Management LLC
- Integrity Fixed Income Management LLC
- CNL Energy Fund Advisors LLC
- Summit Wealth Partners LLC
- CNL Fund Advisors II LLC
- Andco Consulting LLC
- Tactical Investment Strategies LLC
- Fund Advisors of America Inc
- International Assets Investment Management LLC
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 12, 2019
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