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Michael Andrew Soroudi

Digital Asset Investment Management

Palm Beach Gardens, FL

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Current Employers
Digital Asset Investment Management

2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
MA RA APPROVED 2022-10-12
NJ RA APPROVED 2021-09-27
NY RA APPROVED 2021-09-14
PA RA APPROVED 2021-09-14
  • CA RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • MA RA
    APPROVED
    Since 2022-10-12
  • NJ RA
    APPROVED
    Since 2021-09-27
  • NY RA
    APPROVED
    Since 2021-09-14
  • PA RA
    APPROVED
    Since 2021-09-14

Branch Locations

2000 Pga Blvd Suite 4440, Palm Beach Gardens, FL 33408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc. St. Paul MN 06/2015 08/2021
Tax And Financial Group Newport Beach CA 06/2015 08/2021
Digital Asset Investment Management Newport Beach CA 08/2021 Present
  • 06/2015 → 08/2021
    Securian Financial Services Inc.
    St. Paul, MN
  • 06/2015 → 08/2021
    Tax And Financial Group
    Newport Beach, CA
  • 08/2021 → Present
    Digital Asset Investment Management
    Newport Beach, CA
Previous Registrations
  • 2017-11-28 → 2021-09-15
    Securian Financial Services, Inc.
    Newport Beach, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-01
  • S63 Uniform Securities Agent State Law Examination
    2017-08-01
Designations

View on SEC IAPD

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Other Investors

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Randy Steven Christophel
Douglas William Boy
Jamie Hodges Taber
Kathryn Leigh Wood
William Kenneth Young Terry
Jerry Thomas Mayes

Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL

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