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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-25 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Borde & Associates | Melbourne | FL | 05/2017 | Present |
| Bankers Life | Melborne | FL | 02/2014 | 04/2017 |
| Wireless Direct Inc | Palm Bay | FL | 02/2002 | 09/2019 |
Borde & Associates PA DBA 1. Borde Insurance & 2. Investments and Borde Insurance Finance Investments, 1900 S Harbor City Blvd. #328, Melbourne, FL 32901. Investment related. Sales of Fixed Annuities, Life Insurance, Health Insurance, Long-Term Care, and Disability, Liability and Other (Property & Casualty). 2 Hours per day during regular market hours and 2 Hour per day during non-market hours. Real Estate investor-Buy & Sell or Build & Rent, 2174 Madden Ave. SW, Palm Bay, FL 32908. Investment related.4 hours per month during non-market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-26 |
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