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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-05 |
| NC | RA | APPROVED | 2024-09-05 |
| FL | RA | APPROVED | 2019-03-12 |
| TX | RA | APPROVED_RES | 2019-02-06 |
Branch Locations
Fountain Square 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Foresters Financial Services | Sunrise | FL | 02/2016 | 01/2018 |
| Foresters Advisory Services Llc | Sunrise | FL | 04/2016 | 02/2019 |
| Foresters Financial | Sunrise | FL | 01/2018 | 02/2019 |
| A.G.P. / Alliance Global Partners | Boca Raton | FL | 02/2019 | Present |
1. Sassy Estates LLC, 10111 W. Sunrise, Plantation FL 33322, investment-related, rental property in GA; I am an authorized person, starting 2/16/18, no hours devoted to the business. I neither run or operate the business. 2. Greg Charlot LLC, Miramar FL ,Non- Investment Related, Created for Tax Purposes, Owner, July 2023, Zero Trading Hours, Created for Tax Purposes Only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-22 |
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