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Chad Anthony Safier

Oxford Wealth Group, LLC

Orlando, FL

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Current Employers
Oxford Wealth Group, Llc

111 N. Orange Avenue Suite 775, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

111 N. Orange Avenue Suite 775, Orlando, FL 32801 • 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
Edward Jones St Louis MO 07/2016 06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Deland FL 12/2018 11/2021
Bank Of America, N.A. Deland FL 12/2018 11/2021
Unemployed Winter Springs FL 06/2018 12/2018
Lpl Financial Llc Altamonte Springs FL 11/2021 08/2024
Oxford Wealth Group, Llc Orlando FL 08/2024 Present
Previous Registrations
Other Businesses

1) INSURANCE SALES;INVESTMENT RELATED; ORLANDO, FL; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 8/2024 ; DEVOTE 1-20 HOURS PER WEEK AT THIS TIME TO THIS ACTIVITY DURING TRADING HOURS; COMPENSATION IS COMMISSION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-17
  • S66 Uniform Combined State Law Examination
    2016-10-17
Other Names
  • Chad Anthony Safier
  • Chad Safier

View on SEC IAPD

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