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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 | 2022-08-31 |
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 |
|---|---|---|---|---|
| Florida State University | Tallahassee | FL | 07/2016 | 05/2017 |
| Papa's Raw Bar | Lighthouse Point | FL | 07/2017 | 05/2018 |
| Florida Atlantic University | Boca Raton | FL | 05/2017 | 06/2021 |
| Louie Bossi's Boca Raton | Boca Raton | FL | 07/2018 | 05/2021 |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 08/2021 | Present |
| Global Wealth Retirement Planning, Llc | Fort Lauderdale | FL | 08/2021 | Present |
1. NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:INSURANCE; POSITION:WEALTH ADVISOR, CLIENT SERVICES, INSURANCE AGENT; START DATE:08/2021; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:CLIENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
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