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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-01 |
| TX | RA | APPROVED | 2024-02-29 |
Branch Locations
1210 S Federal Highway Suite 201, Boynton Beach, FL 33435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boynton Beach | FL | 11/2014 | 02/2024 |
| Gaines Financial Group, Inc. Dba K&G Financial Group | Boca Raton | FL | 11/2014 | 12/2019 |
| Wealthcare Advisory Partners, Llc | Boynton Beach | FL | 01/2020 | Present |
| Osaic Wealth, Inc. | Boynton Beach | FL | 02/2024 | Present |
1. EAK MANAGEMENT SERVICES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2020 ADDRESS: 1210 South Federal Hwy, Suite 201, Boynton Beach FL 33435, United States DESCRIPTION: My Business partner and I own our office condo. We have an empty office we intend to rent out. It is not currently rented. 2. FERNANDO GONZALEZ- INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 10/01/2004 ADDRESS: 1210 South Federal Hwy, Suite 201, Boynton Beach FL 33435, United States DESCRIPTION: Sales and Service of Life/ Health/ Fixed Annuities 3. BNI POSITION: Vice President NATURE: Business Networking Group INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 04/15/2022 ADDRESS: 400 Binks Forest Dr, Wellington FL 33414, United States DESCRIPTION: Marketing Referral Network, interview potential members. 4. F J&J MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/11/2015 ADDRESS: 1210 South Federal Hwy, Suite 201, Boynton Beach FL 33435, United States DESCRIPTION: Purposes for accounting and paying taxes for financial services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-07 |
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