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480 Sawgrass Corporate Parkway, Suite 110, Sunrise, FL 33325 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED_RES | 2024-05-22 |
Branch Locations
480 Sawgrass Corporate Parkway, Suite 110, Sunrise, FL 33325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Sunrise | FL | 07/2013 | 04/2024 |
| Cambridge Invesment Research Advisors, Inc | Sunrise | FL | 07/2013 | 04/2024 |
| Lifecraft, Llc D/B/A Lifecraft Wealth Management | Sunrise | FL | 04/2024 | Present |
Licensed Insurance Agent; Not investment-related; 480 Sawgrass Corporate Parkway, Suite 110, Sunrise, FL, 33325; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2003-11-11 |
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