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Brett Michael Maggard

Singer Wealth Advisors LLC

Wesley Chapel, FL

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Current Employers
Singer Wealth Advisors Llc

1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

2210 Ashley Oaks Circle Suite 102, Wesley Chapel, FL 33445 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2016 → 10/2020
    Bankers Life & Casualty
    Tarpon Springs, FL
  • 08/2015 → 12/2017
    Angelo State University
    Angelo, TX
  • 06/2018 → 10/2020
    Bankers Life Securities
    Tarpon Springs, FL
  • 10/2020 → 10/2021
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
  • 01/2022 → 12/2022
    Brokers International Financial Services
    Urbandale, IA
  • 12/2022 → Present
    Wesley Chapel, FL
  • 08/2018 → Present
    Maggard Wealth Management
    Wesley Chapel, FL
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-15
  • S66 Uniform Combined State Law Examination
    2020-05-15
Other Names
  • Brett Maggard
  • Brett Michael Maggard

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