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1615 Forum Place Suite 1A, W. Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-02 |
Branch Locations
1615 Forum Place Suite 1A, W. Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Atlantic University | Boca Raton | FL | 06/2014 | 05/2019 |
| Financial Planning Investment Group, Inc. | West Palm Beach | FL | 05/2015 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2016 | Present |
| Asset Planning Corporation | West Palm Beach | FL | 01/2020 | Present |
1) ASSET PLANNING CORP, 1615 FORUM PLACE, STE 1A, WEST PALM BEACH, FL, ADVISORY REP/VICE PRESIDENT OF A REGISTERED INVESTMENT ADVISOR, RIA, INV REL, 03/02/20, INVESTMENT MANAGER, 40/WK- 6.6/TRADING 2) FINANCIAL PLANNING INVESTMENT GROUP, 1615 FORUM PLACE #1A, WEST PALM BEACH, FL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,06/02/20, INV REL, 5/WK- 5/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-10 |
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