Anatoly Iofe

Current Employers

Employment History

• 04/2017 → 06/2018
  Keller Williams Realty Boca Raton
  Boca Raton, FL
• 04/2016 → 04/2017
  Icebridge Estates
  Boca Raton, FL
• 06/2018 → 11/2018
  North Western Mutual Life Insurance Company
  Milwaukee, WI
• 06/2018 → 11/2018
  Northwestern Mutual Investment Services Llc
  Aventura, FL
• 12/2018 → 10/2022
  Ubs Financial Services Inc
  Miami, FL
• 10/2022 → Present
  Icebridge Financial Group, Llc
  Boca Raton, FL
• 10/2022 → Present
  Icebridge Financial Management, Llc
  Boca Raton, FL
• 10/2022 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2018-12-18 → 2022-10-26
  Ubs Financial Services Inc.
  Coral Gables, FL

Other Businesses

1.) BUSINESS MANAGEMENT & CONSULTING SERVICES - 10/24/2022 - 433 Plaza Real, Suite 275, Boca Raton, FL 33432 - Advisor, Consulting services for clients, Not Invt Rel, Consulting business, 8 hrs/mo; 1 hr/mo (during trading hours). 2.) INSURANCE AGENT, DBA ICEBRIDGE INSURANCE ESTABLISHED 05/08/2023 - 10/24/2022 - 433 Plaza Real, Suite 275, Boca Raton, FL 33432 - Insurance sales, Not Invt Rel, Insurance business, 8 hrs/mo; 1 hrs/mo (during trading hours). 3.) ICEBRIDGE FINANCIAL GROUP - 10/1/2022 - 433 Plaza Real, Suite 275, Boca Raton, FL 33432 - Managing Principal, IAR rep, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 4.) ICEBRIDGE FINANCIAL MANAGEMENT - 10/01/2022 - 433 Plaza Real, Suite 275, Boca Raton, FL 33432 - Managing Principal, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 5.) KINGSROCK ADVISORS LLC - 2/13/2024 - 433 Plaza Real, Suite 275, Boca Raton, FL 33432 - Senior Independent Advisor, Provide advice on potential raising of private capital, Not Invt Rel, 2 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-31
• S63 Uniform Securities Agent State Law Examination
  2018-08-01

Other Names

• Anatoly Iofe
• Anatoly Iofe