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1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-30 |
Branch Locations
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2021 | 04/2022 |
| Ernst And Young | Jacksonville | FL | 02/2021 | 05/2021 |
| State Farm | Richmond | VA | 06/2018 | 08/2018 |
| Dominion Payroll | Richmond | VA | 12/2017 | 01/2018 |
| Corey Vaughns Waterski School | Bumpass | VA | 05/2019 | 08/2019 |
| Corey Vaughns Waterski School | Bumpass | VA | 05/2020 | 09/2020 |
| Florida Southern College | Lakeland | FL | 08/2016 | 12/2016 |
| The University Of Alabama | Tuscaloosa | AL | 01/2017 | 05/2020 |
| Unemployed | Richmond | VA | 10/2020 | 01/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 04/2022 | 09/2022 |
| Singer Wealth Advisors Llc | Boca Raton | FL | 09/2022 | 01/2023 |
| Kanen Wealth Management Llc | Coral Springs | FL | 01/2023 | 04/2026 |
| Global Wealth Management Investment Advisory, Inc. | Ft. Lauderdale | FL | 04/2026 | Present |
| Global Wealth Retirement Planning, Llc | Ft. Lauderdale | FL | 04/2026 | Present |
1) Global Wealth Retirement Planning, LLC; 04/2026 - present; Investment Related; 1301 East Broward Blvd., Suite 200, Ft. Lauderdale, FL 33301; Insurance Agent; Hours/Month - 60; Trading Hours/Month - 60; Client Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-05 |
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