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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-19 |
| AR | RA | APPROVED | 2022-08-11 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Sii | Little Rock | AR | 10/2003 | 05/2018 |
| Ameriprise Financial Services Inc | Little Rock | AR | 05/2018 | 05/2022 |
| Newbridge Securities Corporation | Little Rock | AR | 08/2022 | Present |
| Newbridge Financial Services Group Inc. | Little Rock | AR | 08/2022 | Present |
Insurance Brokerage; Investment Related; Little Rock, AR, Insurance Agent offering Life, Health, Disability, and LTC policies to existing and new clientele. First licensed in 2000; spend approximately 20% of time or 1-2 hours per day. Duties include needs analysis, illustration creation, proposal and sales activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-01 |
| S66 | Uniform Combined State Law Examination | 2000-01-19 |
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