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RIA / WealthAdvisor17 years in industry

ROBERT J CORTES

Advisor at ALLGEN FINANCIAL ADVISORS, INC.

ORLANDO, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 15, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALLGEN FINANCIAL ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 8, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 8, 2009
First registration: Jul 15, 2009
Dual registered: no
IAPD individual key: 5633547

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLGEN FINANCIAL ADVISORS, INC.	Independent wealth	Jan 7, 2025	n/a	yes	ORLANDO, FL	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jan 14, 2015	Jun 6, 2017	no	ORLANDO, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 18, 2009	Dec 15, 2014	no	SEBASTIAN, FL\|FORT MILL, SC\|VERO BEACH, FL\|VERO BEACH, FL\|SEBASTIAN, FL\|MELBOURNE, FL\|TITUSVILLE, FL\|ROCKLEDGE, FL\|ROCKLEDGE, FL\|PORT ST. JOHN, FL\|TITUSVILLE, FL\|VERO BEACH, FL\|VERO BEACH, FL	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jul 15, 2009	Dec 8, 2009	no	MELBOURNE, FL\|WEST MELBOURNE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUSO FINANCIAL SERVICES, L.P.	ALLGEN FINANCIAL ADVISORS, INC.	Jun 6, 2017	Jan 7, 2025	2,772	Firm change after gap	Other
LPL FINANCIAL LLC	CUSO FINANCIAL SERVICES, L.P.	Dec 15, 2014	Jan 14, 2015	30	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	Dec 8, 2009	Dec 18, 2009	10	Firm change	Other

Relationships

Registered with (3)

→ ALLGEN FINANCIAL ADVISORS, INC.Registered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jan 14, 2015 to Jun 6, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 18, 2009 to Dec 15, 2014factForm ADV

Dated events

No dated event names this entity yet.