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1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
2210 Ashley Oaks Circle Suite 102, Wesley Chapel, FL 33445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Tarpon Springs | FL | 08/2016 | 10/2020 |
| Angelo State University | Angelo | TX | 08/2015 | 12/2017 |
| Bankers Life Securities | Tarpon Springs | FL | 06/2018 | 10/2020 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 10/2020 | 10/2021 |
| Brokers International Financial Services | Urbandale | IA | 01/2022 | 12/2022 |
| Singer Wealth Advisors, Llc | Wesley Chapel | FL | 12/2022 | Present |
| Maggard Wealth Management | Wesley Chapel | FL | 08/2018 | Present |
Insurance Agent, non-investment related, 2210 Ashley Oaks Circle Ste 102, Wesley Chapel, FL 33445, sale of insurance products and services to clients as needed, Agent, 11/2020, approx 80 hours per month, approx 20 hours during trading hours - needs analysis, provide pricing, servicing as needed Also doing business as Maggard Wealth Management, investment related, 2210 Ashley Oaks Circle Ste 102, Wesley Chapel, FL 33445,, 140 hours each month, 140 hours during securities hours, Sales and Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-15 |
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