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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc | Fort Lauderdale | FL | 03/2016 | 11/2019 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2019 |
| Mml Investors Services, Llc | Fort Lauderdale | FL | 03/2017 | 11/2019 |
| Sagepoint Financial, Inc. | Fort Lauderdale | FL | 11/2019 | Present |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 09/2023 | Present |
1. CREATIVE FINANCIAL NETWORK POSITION: Insurance Rep NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/19/2019 ADDRESS: 5310 NW 33rd Avenue, Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Recommend and sell Insurance products concurrent with client needs 2. PLANTATION SEVENTH-DAY ADVENTIST CHURCH POSITION: Board Member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 400 NW 118th Avenue, Plantation FL 33325, United States DESCRIPTION: Attend monthly board meetings, serve the congregants
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-21 |
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