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1655 North Commerce Parkway Suite 203, Weston, FL 33326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1997-07-14 |
Branch Locations
1655 North Commerce Parkway Suite 203, Weston, FL 33326 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lifespan Financial Strategies, Inc. | Weston | FL | 03/1997 | 12/2024 |
| Lpl Financial Llc | Weston | FL | 09/2009 | 12/2020 |
| Lifespan Financial Strategies, Inc. | Weston | FL | 12/2024 | Present |
(1). 02/24/2010 - No Business Name - Investment Related - At reported business location - Non-Variable Insurance - Time Spent 5% - Sell non-variable insurance in State of Florida. My Florida Insurance License is A276893. (2). Member of Tranquil Beach, LLC - Non-investment Related - Time Spent: less than 1%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-15 |
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