Steven Edward Freed

Current Employers

Vision Investment Advisors, Llc

1010 Washington Blvd Suite 300, Stamford, CT 06901 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2010-03-30

FL RA
APPROVED

Since 2010-03-30

Branch Locations

Delray Beach, FL • United States

1010 Washington Blvd Suite 300, Stamford, CT 06901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Greenwave Financial Markets	Delray Beach	FL	10/2009	Present
Vision Brokerage Services	Delray Beach	FL	11/2009	12/2022
Vision Investment Advisors	Delray Beach	FL	01/2010	Present
Tax Advisors Of Palm Beach Inc.	Boynton Beach	FL	09/2015	04/2017
Vision Financial Markets	Delray Beach	FL	11/2009	Present

10/2009 → Present

Greenwave Financial Markets

Delray Beach, FL
11/2009 → 12/2022

Vision Brokerage Services

Delray Beach, FL
01/2010 → Present

Vision Investment Advisors

Delray Beach, FL
09/2015 → 04/2017

Tax Advisors Of Palm Beach Inc.

Boynton Beach, FL
11/2009 → Present

Vision Financial Markets

Delray Beach, FL

Other Businesses

1. Atlas Capital, LLC is located at 16819 Bridge Crossing Circle Delray Beach, FL 33446. Investment Related. Start Date: 5/2011. Atlas Capital, LLC is Real Estate Investing company. Mr. Freed is the President. He is responsible for researching, evaluating, purchasing, selling and renting real estate. He spends 40 hours working per month; 1 hours working during trading hours. 2. GreenWave Financial Markets is located at 16819 Bridge Crossing Circle Delray Beach, FL 33446. Investment Related. Start Date: 9/2009. GreenWave Financial Markets is a futures introducing broker. Mr. Freed is the President and responsible for sales, marketing, compliance and supervision. He spends 160 hours working per month; 4 hours working during trading hours. 3. Insurance license holder operation from 16819 Bridge Crossing Circle Delray Beach, FL 33446. Investment Related. Start Date: 10/2015. Mr. Freed offers life insurance and fixed annuity products. He spends 16 hours working per month; 1 hours working during trading hours. 4. Apple Insurance is located at 3010 N. Military Trail, Suite 310, Boca Raton, FL 33431. It is investment Related. Start date: 10/21/2019. Mr. Freed is a property & casualty Insurance agent at this firm. He spends 20 hours working per month; 20 hours spent during regular market hours. 5. Powercore Management LLC, Start date, 07/2021, Delray Beach FL. Powercore is a registered Commodity Pool Operator. He spends 10 hours per month; 10 hours spent during regular market hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-04
S63	Uniform Securities Agent State Law Examination	2004-03-25

S65 Uniform Investment Adviser Law Examination

2009-12-04
S63 Uniform Securities Agent State Law Examination

2004-03-25