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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-28 |
Branch Locations
1200 University Blvd Ste 200, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redwood Recovery Solutions | Riviera Beach | FL | 04/2015 | 04/2017 |
| Ingesurance, Inc. | Palm Beach Gardens | FL | 04/2015 | 08/2020 |
| Asset Advisors Of America, Llc | Longwood | FL | 04/2017 | 07/2018 |
| Rwm Asset Management, Llc | Tavarres | FL | 04/2017 | 08/2020 |
| Asset Advisors Of America, Llc | Jupiter | FL | 07/2018 | 08/2020 |
| Ameriprise Financial Services, Llc | Longwood | FL | 08/2020 | 07/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 07/2025 | Present |
1.) Business Ownership; Eric Inge, Inc.; Set up for tax purposes for 1099 income. President.; Set up for tax purposes for 1099 income.; 1200 University Blvd., Suite 200, Jupiter, FL, 33458; Not Investment-Related; 04/24/2015; 2 hours per month; 0 during trading hours. w2 compensation to myself. 2.) School Fundraising Foundation; Foundation for Dwyer Academy of Finance, Inc.; Vice President; 13601 N. Military Trail, , Palm Beach Gardens, FL, 33418; Not Investment-Related; 11/01/2022; 1 to 9 hours per month; 0 during trading hours. Fundraising volunteer. 3.) Paychex Business Solutions; Channel partner; Paychex has a professional partnership program in which they pay a commission to financial advisors and business consultants for referring businesses to their PEO program. The PEO program provides HR outsourcing solutions to small to medium sized businesses; 2054 Vista Pkwy, Ste 300, West Palm Beach, FL, 33411; Not Investment-Related; 10/31/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Started 10/31/2023. Monthly commissions for referrals to the PEO program.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-01 |
| S65 | Uniform Investment Adviser Law Examination | 2018-06-05 |
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