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Current Employers
Great Wealth Investments

433 Plaza Real Suite 275, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-01
FL RA APPROVED 2020-09-10
  • NY RA
    APPROVED
    Since 2021-03-01
  • FL RA
    APPROVED
    Since 2020-09-10

Branch Locations

433 Plaza Real Suite 275, Boca Raton, FL 33432 • 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
Tempur-Sealy International Boyton Beach FL 08/2016 03/2022
Gentem Capital Llc Old Bridge NJ 01/2019 09/2019
Tempur Sealy Intl Lexington KY 03/2012 03/2022
Planner Securities Llc New York NY 04/2020 12/2020
Great Wealth Investments Coral Gables FL 07/2020 Present
Great Wealth Consultants Llc Dba Great Wealth Insurance Boca Raton FL 12/2021 Present
  • 08/2016 → 03/2022
    Tempur-Sealy International
    Boyton Beach, FL
  • 01/2019 → 09/2019
    Gentem Capital Llc
    Old Bridge, NJ
  • 03/2012 → 03/2022
    Tempur Sealy Intl
    Lexington, KY
  • 04/2020 → 12/2020
    Planner Securities Llc
    New York, NY
  • 07/2020 → Present
    Coral Gables, FL
  • 12/2021 → Present
    Great Wealth Consultants Llc Dba Great Wealth Insurance
    Boca Raton, FL
Other Businesses

~1.) J Pimentel & Co Consulting LLC; Not Investment-Related; Boca Raton, FL; Consulting Practice; Owner; Start date 09/2021; Approx. 40 hours per month; Consulting services to furniture companies. ~2.) Great Wealth Consultants, LLC; Not Investment-Related; Boca Raton, FL; Business Consulting; Owner; Approx. 10 hours/month; business consulting firm specializing in assisting clients in the financial technology space. ~3.) Great Wealth Insurance LLC; Investment-Related; Boca Raton, FL; Insurance Agency; Insurance Agent licensed to sell and service insurance products; Start Date 12/21/2024; Approximately 40 hours/month with 15 hours/month during securities trading hours; Duties: insurance policy review for existing clients and explanation of insurance products for consideration of insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-23
  • S66 Uniform Combined State Law Examination
    2019-03-23
Other Names
  • Johan Pimentel

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