Eric Bruce Botwinik

Current Employers

Employment History

• 07/2009 → 05/2019
  Summit Brokerage Services
  Ft Lauderdale, FL
• 07/2009 → 05/2019
  Summit Financial Group
  Ft Lauderdale, FL
• 05/2019 → Present
  Raymond James Financial Services, Inc.
  Boca Raton, FL
• 05/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Boca Raton, FL
• 01/1996 → Present
  Eric Botwinik
  Boca Raton, FL
• 05/2019 → Present
  Bcw Financial Consultants Llc
  Boca Raton, FL
• 12/2022 → Present
  Agility Wealth Management
  Boca Raton, FL

Previous Registrations

• 2009-08-27 → 2019-05-17
  Summit Financial Group Inc
  Boca Raton, FL
• 1999-04-14 → 2009-08-04
  Mutual Service Corporation
  Fort Lauderdale, FL
  Boca Raton, FL

Other Businesses

(1)Name of Business: Agility Wealth Management Address: 6501 Congress Ave Ste 100, Boca Raton, FL, 33487-2840, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/20/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: marketing dba for our group (2)Name of Business: BCW Financial Consultants LLC Address: 6501 Congress Avenue, Boca Raton, FL, 33487, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/10/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Coastal Financial Group Address: 6501 Congress Ave Ste 100, Boca Raton, FL, 33487, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/10/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I'm the president of Coastal Financial Group (4)Name of Business: Coastal Financial Group Inc. Address: 6501 Congress Ave Ste 100, Boca Raton, FL, 33487, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/01/1996 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I sell many different carriers of fixed annuities, non-variable life insurance, disability, and long term care insurance. I also do premium finance cases. (5)Name of Business: Eric Botwinik Address: 18652 Sea Turtle Lane, Boca Raton, FL, 33498, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 01/01/1996 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sell residential real estate

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-24
• S63 Uniform Securities Agent State Law Examination
  1997-12-13

Other Names

• Eric B Botwinik