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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-21 |
| LA | RA | APPROVED | 2021-10-21 |
| TX | RA | APPROVED | 2021-10-21 |
| FL | RA | APPROVED | 2017-05-24 |
Branch Locations
5550 Glades Road Suite 500, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boca Raton | FL | 09/2006 | 05/2017 |
| Kalisch Private Wealth | Boca Raton | FL | 01/2012 | 10/2017 |
| Independent Financial Partners | Boca Raton | FL | 10/2015 | 05/2017 |
| Retirement Wealth Advisors | Boca Raton | FL | 05/2017 | Present |
| Kalisch Wealth | Boca Raton | FL | 10/2017 | Present |
KALISCH WEALTH, INVESTMENT RELATED, 5550 GLADES ROAD, SUITE 500, BOCA RATON, FL 33431, INVESTMENT ADVISORY, REGISTERED REPRESENTATIVE, STARTED 10/2017, 140 HOURS/MONTH DEVOTED, ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS, PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CLIENTS. MICHAEL KALISCH; INVESTMENT RELATED; 10606 SAINT THOMAS DRIVE, BOCA RATON, FL 33498; CONSULTING/MENTORSHIP; OWNER; STARTED 06/2020; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER CONSULTING AND MENTORSHIP TO FINANCIAL ADVISORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-24 |
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