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1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-21 |
| FL | RA | APPROVED | 2021-09-13 |
Branch Locations
1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Princeton | NJ | 04/2018 | 05/2019 |
| Traust Sollus Wealth Management | Princeton | NJ | 05/2016 | 04/2018 |
| Tobias Financial Advisors | Plantation | FL | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-02 |
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