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1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-24 |
| PA | RA | APPROVED | 2022-07-21 |
| FL | RA | APPROVED | 2021-12-21 |
Branch Locations
1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Singer Wealth Management | Boca Raton | FL | 07/2018 | Present |
| Steve's Frozen Chillers | Boca Raton | FL | 04/2009 | 09/2016 |
| Singer Wealth Advisors Inc | Boca Raton | FL | 12/2019 | Present |
| Na | Boca Raton | FL | 09/2016 | 07/2018 |
| Set Wealth Inc | Boca Raton | FL | 10/2016 | 10/2016 |
SET Wealth is an entity created to track insurance commissions. About 30 hours a week.I am an Insurance Agent with multiple companies. (Nationwide, Midland, Athene, Security Benefit, John Hancock, Lincoln, etc..) Each Insurance Company pays a commission for both Insurance and Annuity Sales. Vineyards and Cimarron are rental properties; no involvement in day-to-day activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-05 |
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