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8151 Peters Road Suite 3200, Plantation, FL 33324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-22 |
Branch Locations
8151 Peters Road Suite 3200, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meg Green & Associates, Inc. D/B/A Mg&A Wealth | Plantation | FL | 09/2009 | Present |
| Stonex Securities Inc | Plantation | FL | 09/2012 | Present |
| Meg Green & Associates, Inc. D/B/A Mg&A Wealth | Plantation | FL | 06/2016 | Present |
1.MG&A Wealth 8151 Peters Road Suite 3200 Plantation, FL 33324 Chief Investment Officer - Registered Rep Investment Related Changing DBA from Meg Green and Associates 2. MG&A Private Capital LLC - 8151 Peters Rd Suite 32000 Plantation FL 33324 Nature of Business: Managing a Private Equity Fund Investment Related: Yes Business Position: Managing Member Business Duties: Identify and recommend private investment opportunities for qualified investment clients Business Start Date: 08/21/2023 Approximately 80 hours spent on this OBA monthly, with 4 during market hours. 3. MG&A Private Assets Fund LLC - 8151 Peters Rd suite 3200 Plantation FL 33324 Nature of Business: MG&A Private Assets Fund LLC was established as the holding company for private equity investments for our clients that are qualified and accredited investors Investment Related: Yes Business Position: I am a managing member of MG&A Private Capital LLC which own MG&A Private Assets Fund LLC Business Duties: As a managing member of MG&A Private Capital LLC which owns this LLC I will identify and present private equity investments of established and Profitable companies to our clients who are qualified and accredited investors Business Start Date: 08/01/2023 Approximately 80 hours spent on this OBA monthly, with 4 during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-11 |
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