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1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-30 |
Branch Locations
2210 Ashley Oaks Cir Suite 102, Wesley Chapel, FL 33544 • United States
1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maggard Wealth | Wesley Chapel | FL | 07/2024 | Present |
| Cedar Financial Partners | Chattanooga | TN | 09/2020 | Present |
| Bankers Life | Chattanooga | TN | 01/2020 | 09/2020 |
| Student | Chattanooga | TN | 07/2015 | 05/2020 |
| Singer Wealth Advisors Llc | Boca Raton | FL | 09/2025 | Present |
Maggard Wealth Management - Insurance broker -Investment related- 07/2024; wesley chapel FL Approx 120 hours/ month during trading hours Cedar Financial Partners - Insurance Broker / Owner Investment related Cedar 09/2020 Approx 0 hours/ month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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