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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-20 |
| AZ | RA | APPROVED | 2024-09-17 |
| CA | RA | APPROVED | 2024-09-05 |
| FL | RA | APPROVED | 2024-09-05 |
| NJ | RA | APPROVED | 2024-09-05 |
| NY | RA | APPROVED | 2024-09-04 |
| MI | RA | APPROVED | 2021-01-19 |
Branch Locations
49696 Gratiot Avenue, Chesterfield, MI 48051 • United States
2137 Route 35 Suite 345, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2011 | 06/2020 |
| Stifel Nicolaus & Co Inc | Shelby Township | MI | 06/2020 | 01/2021 |
| A.G.P. / Alliance Global Partners | New York | NY | 01/2021 | Present |
1. Business by the Bay; 50875 Gratiot, Chesterfield, MI 48051; Networking Group; Vice President; Membership Review; 01/09/2017; 2 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 2. Boatman Financial Management PLLC, 49696 Gratiot Ave, Chesterfield MI 48051; created January 2021; I am the president of this investment-related DBA, with securities and advisory services offered through A.G.P. / Alliance Global Partners; approximately 160 hours/month all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-02 |
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