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Hillsboro Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-10-22 |
| FL | RA | APPROVED | 2013-01-08 |
Branch Locations
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 |
|---|---|---|---|---|
| American Airlines | Tulsa | OK | 11/1984 | 03/2020 |
| 401K Maximizer, Inc. | Delray Beach | FL | 05/2004 | Present |
| Retirement Maximizer, Inc. | Hillsboro Beach | FL | 09/2012 | Present |
The name of your outside business activity: 401k Maximizer, Inc. ? Whether the business is investment-related: Yes ? The address of the other business: 1063 Hillsboro Mile #209, Hillsboro Beach, FL 33062 ? The nature of the other business: Newsletter ? Your position, title, or relationship with the other business: Officer and co-owner ? The start date of your relationship: 2004 ? The approximate number of hours per month you devote to the other business: 10 hours ? The number of hours you devote to the other business during securities trading hours: 0 ? Briefly describe your duties relating to the other business: Write newsletter offering guidance to self-directed retirement investors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-20 |
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