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433 Plaza Real Suite 275, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-03 |
| NY | RA | APPROVED | 2022-03-23 |
Branch Locations
433 Plaza Real Suite 275, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Clearing Corporation | Dallas | TX | 08/2012 | 12/2021 |
| Great Wealth Investments | Coral Gables | FL | 03/2022 | Present |
| Great Wealth Consultants Llc, Dba Great Wealth Insurance Llc | Miami | FL | 12/2021 | Present |
1.) Silverbear Capital, Inc.; Oliaji Trade Centre - 1st Floor, Victoria, Mahe Seychelles; Investment Banking; Non equity partner; July 2023; 10 hours or less, 0 hours during trading hours; Mergers And Acquisitions Sourcing 2.) Great Wealth Consultants LLC; Not investment related; Miami, Florida, Business consulting; Managing Member; Started 02/2022; 20 hours per month devoted to the other business (0 during trading hours); Business strategy development for mid-size businesses. 3.) Great Wealth Insurance LLC; Investment Related; Insurance Agency; Start Date 12/2021; Approx. 10-20 hours/month; Licensed to sell and service insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-23 |
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