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1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-11 |
Branch Locations
1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2021 | 06/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2021 | 06/2023 |
| Glenview Capital Management, Llc | New York | NY | 06/2019 | 08/2019 |
| Sunnybrook Golf Club | Plymouth Meeting | PA | 06/2017 | 08/2018 |
| Plymouth Whitemarsh High School | Plymouth Meeting | PA | 09/2013 | 06/2017 |
| Nuveen, A Tiaa Company | New York | NY | 06/2020 | 08/2020 |
| Tulane University | New Orleans | LA | 08/2018 | 05/2021 |
| Singer Wealth Advisors, Llc | Boca Raton | FL | 06/2023 | Present |
Insurance Agent, investment related, 1515 S Federal Hwy #302 Boca Raton FL 33432, sale of insurance products and services to clients as needed, Planning Advisor, 008/2023, approx 80 hours per month, approx 20 hours during trading hours - needs analysis, provide pricing, servicing as needed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-30 |
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