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433 Plaza Real Suite 275, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-01 |
| FL | RA | APPROVED | 2020-09-10 |
Branch Locations
433 Plaza Real Suite 275, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
~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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-23 |
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