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4401 N. Federal Highway, Suite 201, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-12-26 |
| FL | RA | APPROVED | 2022-04-08 |
| TX | RA | APPROVED_RES | 2022-03-23 |
Branch Locations
4401 N. Federal Highway Suite 201, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proathlete Financial Group Inc | Boca Raton | FL | 09/1997 | Present |
| National Securities Corporation | Boca Raton | FL | 11/2013 | 03/2022 |
| National Asset Management, Inc. | Boca Raton | FL | 11/2013 | 03/2022 |
| Proathlete Wealth Management Llc | Boca Raton | FL | 08/2017 | Present |
| Proathlete Business Management Llc | Boca Raton | FL | 05/2016 | Present |
| Peak Brokerage Services, Llc | Jupiter | FL | 03/2022 | Present |
(1) PROATHLETE FINANCIAL GROUP, INC., INVESTMENT RELATED BOCA RATON, FL OWNER START DATE 1/1997 APPROXIMATELY 2 HRS PER MONTH ZERO DURING TRADING HOURS. FIXED INSURANCE BUSINESS*** (2) AMERICAN BUSINESS GENERAL AGENT, NON INVESTMENT RELATED, NEW YORK NY ,LIFE INSURANCE, INSURANCE AGENT,START DATE 09/1997, 12 HOURS/MONTH, NONE DURING TRADING HOURS,LIFE INSURANCE AGENT. (3) PROATHLETE BUSINESS MANAGEMENT, SERVICES OFFERED TO PBM CLIENTS INCLUDE Guidance on budgeting and cash management issues; General bookkeeping and expense reconciliation; Personal financial guidance on matters such as, but not limited to: Housing arrangements, Vehicle acquisitions / dispositions, Non-security and non-investment related purchases, leases, and dispositions; Assistance with relocation logistics; Guidance on branding; and/or Guidance on business management, Owner, BOCA RATON, FL, 8-15 HRS PER MONTH ALL DURING TRADING HRS., NOT INVESTMENT RELATED. (4) ProAthlete Wealth management; RIA; Clients' Asset Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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