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1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-18 |
| LA | RA | APPROVED | 2023-01-18 |
| PA | RA | APPROVED | 2022-07-22 |
| FL | RA | APPROVED | 2022-07-20 |
| NJ | RA | APPROVED | 2022-06-21 |
| TX | RA | APPROVED_RES | 2021-12-01 |
| NY | RA | APPROVED | 2021-11-30 |
Branch Locations
1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
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 |
|---|---|---|---|---|
| Keith Singer P.A. | Boca Raton | FL | 08/2003 | Present |
| Singer Wealth Advisors, Inc | Boca Raton | FL | 04/2014 | 03/2021 |
| Investacorp Inc | Miami | FL | 08/2015 | 04/2018 |
| Investacorp Advisory Services | Miami | FL | 07/2016 | 04/2018 |
| Singer Wealth Advisors, Llc | Boca Raton | FL | 04/2021 | Present |
| Insured Returns Llc | Boca Raton | FL | 02/2006 | Present |
| Sara Tax And Account, Llc | Boca Raton | FL | 01/2026 | Present |
1)SINGER WEALTH INVESTMENT RELATED CONDUCTED FROM 1515 S. FEDERAL HIGHWAY #302 BOCA RATON FL 33432 THE NATURE OF THE BUSINESS IS DBA FOR KEITH SINGER PA MY POSITION IN THE ORGANIZATION IS OWNER THE DUTIES OF THIS POSITION ARE OVERSEE OPERATIONS 2)SINGER WEALTH ADVISORS INVESTMENT RELATED CONDUCTED FROM 1515 S. FEDERAL HIGHWAY #302 BOCA RATON FL 33432 THE NATURE OF THE BUSINESS IS INVESTMENT RELATED MY POSITION IN THE ORGANIZATION IS OWNER & DBA for SINGER WEALTH ADVISORS LLC THE DUTIES OF THIS POSITION ARE AS ADVISOR JANUARY 2014 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 30 HR PER WEEK ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 100 HRS PER MONTH OF HRS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HRS OTHER BUSINESS PER WEEK AND 0 HRS PER MONTH OF HRS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HRS 3)President; Keith Singer P.A.; Start date:2003-7-1; during trading hrs:50; outside trading hrs:10; % of total yearly compensation:60 4)President; Insured Returns LLC; Start date:2006-7-1; during trading hrs:15; outside trading hrs:5; % of total yearly compensation:40 5)President: Sarat Tax and Accounting, LLC Start date 01/2026:Hours: 0 % of total comp: 1%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-08 |
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