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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 | 2022-08-17 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boca Raton | FL | 06/2009 | 05/2021 |
| Madison Avenue Securities | San Diego | CA | 04/2022 | 12/2023 |
| Unemployed | Tamarac | FL | 05/2021 | 04/2022 |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 04/2022 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2025 | 12/2025 |
| Global Wealth Retirement Planning, Llc | Fort Lauderdale | FL | 04/2022 | Present |
NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS:1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE: INSURANCE AGENCY-LIFE/HEALTH/ANNUITIES; POSITION:FINANCIAL ADVISOR; START DATE:5/2015; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:WEALTH ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-14 |
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