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Current Employers
Baron Silver Stevens Financial Advisors, Llc

4800 N. Federal Highway Suite 210-A, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-03
  • FL RA
    APPROVED
    Since 2025-09-03

Branch Locations

4800 N. Federal Highway Suite 210-A, Boca Raton, FL 33431 • 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
Unemployed Boca Raton FL 01/2015 08/2018
Stony Brook University Stony Brook NY 08/2018 12/2021
Brown Harris Stevens Residential Management New York NY 11/2021 03/2023
Firstservice Residential New York NY 03/2023 08/2024
Guardian Life Insurance Company New York NY 08/2024 07/2025
Park Avenue Securities New York NY 03/2025 07/2025
Osaic Wealth, Inc. Boca Raton FL 07/2025 Present
Baron Silver Stevens Financial Advisors, Llc Boca Raton FL 08/2025 Present
  • 01/2015 → 08/2018
    Unemployed
    Boca Raton, FL
  • 08/2018 → 12/2021
    Stony Brook University
    Stony Brook, NY
  • 11/2021 → 03/2023
    Brown Harris Stevens Residential Management
    New York, NY
  • 03/2023 → 08/2024
    Firstservice Residential
    New York, NY
  • 08/2024 → 07/2025
    Guardian Life Insurance Company
    New York, NY
  • 03/2025 → 07/2025
    Park Avenue Securities
    New York, NY
  • 07/2025 → Present
    Osaic Wealth, Inc.
    Boca Raton, FL
  • 08/2025 → Present
    Boca Raton, FL
Previous Registrations
Other Businesses

1) Insurance, Not investment-related; Guardian Life Insurance Co; Position: Agent; Start Date: 08/2024; Hours per month during trading hours: 0 hours; Description: Service existing life insurance policies. 2) Baron Silver Stevens Financial Advisors, LLC, Investment-related, Branch address, Position: Investment Adviser Representative, Start date-08/2025. 160 hours spent per month all during securities trading hours. 3) BARON SILVER STEVENS FINANCIAL ADVISORS LLC POSITION: Associate Wealth Advisor / Insurance NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/25/2025 ADDRESS: 4800 N. Federal Highway, Boca Raton FL 33431, United States DESCRIPTION: Licensed insurance. Investment advisor representative. 4) TRUCORDIA POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2026 ADDRESS: 2745 W 600 N Suite 500, Lindon UT 84042, United States DESCRIPTION: Facilitated employee benefit package that I still get commission trails for.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-23
  • S66 Uniform Combined State Law Examination
    2025-04-23

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