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West Palm Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-13 |
| LA | RA | APPROVED | 2017-08-14 |
| FL | RA | APPROVED | 2017-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | West Palm Beach | FL | 12/2001 | 07/2025 |
| Capital Asset Management Group, Inc. | West Palm Beach | FL | 06/2017 | Present |
| Sole Proprietor | West Palm Beach | FL | 07/2001 | Present |
| Next Financial Group Inc | West Palm Beach | FL | 10/2006 | 07/2025 |
| Lpl Financial Llc | West Palm Beach | FL | 07/2025 | Present |
1. 07/2025 - CAMG, Inc. - DBA for LPL Business (entity for LPL business) - West Palm Beach, FL - INV REL - Start Date 03/02/2017 - 10hrs/mth | 5hrs during trading 2. 07/2025 - CAMG, Inc. - Non-Variable Insurance - West Palm Beach, FL - INV REL - Start Date 03/02/2017 - 10hrs/mth | 5hrs during trading 3. Capital Asset Management Group, Inc. - Investment Advisor - West Palm Beach, FL - INV REL - Start Date 05/24/2001 - 200hrs/mth | 100hrs during trading 4. Greg Savidge Sole Proprietor - Insurance Agent - West Palm Beach, FL - NON INV REL - Start Date 07/2001 - 10hrs/mth | 10hrs during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-14 |
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