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Coral Springs, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-03-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Bhuta Wealth Management Llc | Delray Beach | FL | 12/2011 | Present |
Name : Mahesh Bhuta, Independent Insurance Agent, Investment Related ? : Yes, Sale of insurance products and fixed and indexed annuities, Address : 10441 NW 6th court, Coral Springs, FL 33071, Nature of business: Life insurance, long-term care, fixed and indexed annuities, My Title: Managing member, Start date: 21st, June 2016 Number of hours in this business: Varies. Number of hours during trading hours: Varies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-22 |
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