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1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-14 |
Branch Locations
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John S Thomas Pa | Pompano Beach | FL | 04/2011 | 12/2022 |
| Gf Investment Services Llc | Sarasota | FL | 07/2014 | 08/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2014 | 08/2017 |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 02/2017 | Present |
| Global Wealth Retirement Planning, Llc | Fort Lauderdale | FL | 08/2014 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 08/2017 | 12/2023 |
| Madison Avenue Securities | San Diego | CA | 01/2025 | 12/2025 |
NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:INSURANCE; POSITION:WEALTH ADVISOR, CLIENT SERVICES, INSURANCE AGENT; START DATE:08/2014; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:CLIENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-07 |
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