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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2026-07-01 |
| FL | RA | APPROVED | 2026-06-23 |
Branch Locations
Wesley Chapel, FL • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-11 |
| NY | RA | APPROVED | 2024-11-25 |
| PR | RA | APPROVED | 2024-11-13 |
Branch Locations
Wesley Chapel, FL • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • 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 |
|---|---|---|---|---|
| International Financial Solutions, Inc. | Atlanta | GA | 04/2012 | 09/2019 |
| National Securities Corporation | Boca Raton | FL | 09/2019 | 07/2022 |
| B. Riley Wealth Advisors, Inc. | Boca Raton | FL | 09/2019 | Present |
| B. Riley Wealth Management | Carolina | PR | 07/2022 | Present |
1) 360ONE LLC, PRESIDENT, CAROLINA, P, DBA FOR ALL BROKER DEALER BUSINESS CONDUCTED THROUGH SAN BLAS SECURITIES, I WILL DEVOTE 20-30 HOURS PER MONTH, AND 1-2 HOURS PER TRADING HOURS. 2) UNIVERSAL LIFE INSURANCE COMPANY OF PUERTO RICO; INVESTMENT RELATED; 4547 AVE ISLA VERDE VILLAS DEL MAR ESTE CM3 CAROLINA, PR 00979; LIFE/ HEALTH INSURANCE - SALE OF FIXED INSURANCE PRODUCTS; REGISTERED REPRESENTATIVE; START DATE 10/2019; 5 HOURS/ WEEK DEVOTED DURING SECURITIES TRADING HOURS. 3) TAMPASAOS, LLC - PRESIDENT OF THIS COMPANY THAT OWNS A HOTEL OF 11 ROOMS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-06 |
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