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7923 S Woodridge Dr, Parkland, FL 33067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-20 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 08/2016 | 04/2018 |
| Securian Financial Services Inc. | St. Paul | MN | 08/2016 | 04/2018 |
| Evershore Financial Services Inc. | Boca Raton | FL | 08/2016 | 04/2018 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 04/2018 | 12/2023 |
| First Retirement Services Llc | Parkland | FL | 12/2023 | Present |
*FIXED INSURANCE, BROWARD & MIAMI DADE COUNTIES, FL; INVEST RELATED; 403B PROGRAM SALES THROUGH THE STATE OF FL; 08/2017-PRES; 5 HRS/MO WITH 5 HRS/MO DURING TRADING HRS. LICENSED TO SELL LIFE (FIXED AND VARIABLE), LTC, DISABILITY AND BUSINESS INSURANCE. 5 STAR REAL ESTATE Is Not Investment Related, REAL ESTATE, AGENT, 2020-02-25, 10 hours per month, 0 hours per month during trading hours, Commission Compensation, Real estate sales UPS Store, Non Investment Related, West Virginia, Owner since 09/2023, 0 hours per month devoted to business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-21 |
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