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Mahesh Babubhai Bhuta

Bhuta Wealth Management, LLC

Coral Springs, FL

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Current Employers
Bhuta Wealth Management, Llc

Coral Springs, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-03-13
  • FL RA
    APPROVED
    Since 2012-03-13

Branch Locations

Coral Springs, FL • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bhuta Wealth Management Llc Delray Beach FL 12/2011 Present
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-22
  • S65 Uniform Investment Adviser Law Examination
    2011-11-22

View on SEC IAPD

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