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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 | 2025-01-07 |
Branch Locations
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Aventura | FL | 04/2012 | 10/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2015 | 10/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 10/2017 |
| Madison Avenue Securities, Llc | San Diego | CA | 10/2017 | 12/2023 |
| Global Wealth Management | Fort Lauderdale | FL | 10/2017 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2025 | 12/2025 |
| Global Wealth Retirement Planning Llc | Fort Lauderdale | FL | 01/2025 | Present |
1.) NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 EAST BROWARD BLVD., SUITE 200 FORT LAUDERDALE, FL 33301; NATURE: INSURANCE AGENCY-LIFE/HEALTH/ANNUITIES; POSITION:WEALTH ADVISOR; START DATE:10/09/2017; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:FINANCIAL ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-25 |
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