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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-10 |
Branch Locations
2215 Wimbleton Ct, Colorado Springs, CO 80920 • United States
6751 N Federal Hwy, Suite 302, Boca Raton, FL 33487 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co. Of America | New York | NY | 12/1984 | 12/2024 |
| Physician'S Wealth Care Llc | Delray Beach | FL | 01/2006 | 12/2024 |
| American Portfolios | Delray Beach | FL | 07/2008 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 12/2024 |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | 12/2024 |
| Ausdal Financial Partners, Inc | Davenport | IA | 12/2024 | Present |
INSURANCE SALES; INVESTMENT RELATED; BOCA RATON, FL; AGENT; ACTIVITY BEGAN 1982; AGENT; I DEVOTE APPX ____ HOURS TO THIS ACTIVITY WITH _____ OF THOSE HOURS DURING TRADING HOURS; ASSIST CLIENTS WITH INSURANCE NEEDS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
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