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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-19 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Coconut Creek, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Alliance, Llc | Coconut Creek | FL | 09/2024 | Present |
| Legend Fmo | Cococut Creek | FL | 03/2022 | Present |
| Bbr Sales | Coconut Creek | FL | 10/2019 | Present |
| Island Drifters | Coconut Creek | FL | 11/2018 | Present |
| Holman Automotive Group | Pembroke Pines | FL | 01/2008 | 08/2019 |
1. Affluent Wealth Management; Investment Related; 5445 NW 49th Ct, Coconut Creek, FL 33073; DBA for advisory; President; 03/10/2024; 160 hours per month; 160 hours during security hours; Financial planning, financial advisor. 2. BBR Sales Inc; not investment related; 5445 NW 49th Ct, Coconut Creek, FL 33073; Commercial Roof Sales; President; 08/26/2019; 100 hours per month; 100 hours during security hours; commercial roofing business. I call on leads and provide estimates for re-roofs of commercial buildings. 3. Copper Creek Holdings, LLC; not investment related; 5445 NW 49th Ct, Coconut Creek, FL 33073; Rental properties; President; 04/26/2024; 1 hour per month; 0 hours during security hours; Make sure properties are being properly managed and rented. 4. Island Drifters, LLC; not investment related; 5445 NW 49th Ct, Coconut Creek, FL 33073; boat rental company; President; 11/22/2018; 8 hours per month; 0 hours during security hours; Make sure the boat renters get on and off the boat. Make sure they safely travel throughout the intracoastal. I captain when needed. Only on the weekends. 5. Legend FMO; not investment related; 5445 NW 49th Ct, Coconut Creek, FL 33073; Life insurance and annuities; Insurance Agent; 03/16/2022; 160 hours per month; 160 hours during security hours; 10. Duties Description: Financial advisor providing clients with life insurance policies, long term care policies and annuities when found to be applicable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-25 |
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