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1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
Branch Locations
1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
Palm Bay, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 04/2015 | 05/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2015 | 05/2017 |
| Investacorp | Miami | FL | 06/2017 | 04/2018 |
| Singer Wealth Management | Boca Raton | FL | 06/2017 | 04/2018 |
| Singer Wealth Advisors Llc | Boca Raton | FL | 04/2021 | 11/2024 |
| Singer Wealth Advisors Inc. | Boca Raton | FL | 05/2018 | 03/2021 |
| Neil Jesani Wealth Advisors | Sunrise | FL | 11/2024 | 08/2026 |
| Singer Wealth Advisors Llc | Boca Raton | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-21 |
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