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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-03 |
Branch Locations
Alpharetta, GA • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bulletproof Financial | Wellington | FL | 01/2015 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 05/2016 | 10/2017 |
| Verity Asset Management | Durham | NC | 11/2018 | 01/2023 |
| Appreciation Financial | Wellington | FL | 11/2017 | 11/2019 |
| Safemoney Resource | Marlton | NJ | 05/2019 | Present |
| Dmi Marketing | Hingham | MA | 05/2019 | 01/2022 |
| Pres Financial | Wellington | FL | 11/2019 | Present |
| Blackridge Asset Management | Jupiter | FL | 01/2023 | 09/2023 |
| Sound Income Strategies, Llc | Fort Laurderdale | FL | 02/2025 | Present |
1. Bulletproof Financial - Fixed Insurance Sales/President - 01/2015 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 107 Townsend Pass, Alpharetta, GA 30004. This will encompass approximately 0% of business hours. 2. Public Retirement Exit Solutions Financial - Fixed Insurance Sales/President - 01/2015 - present - Investment related - DBA of Bulletproof Financial - 107 Townsend Pass, Alpharetta, GA 30004. This will encompass approximately 100% of business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-31 |
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