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Current Employers
Burgos & Brein Wealth Management

1060 Woodcock Road, Orlando, FL 32803 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-04
  • FL RA
    APPROVED
    Since 2025-11-04

Branch Locations

2255 Glades Road Suite 324A, Boca Raton, FL 33431 • United States

2255 Glades Road Suite 324A, Boca Raton, FL 33431 • United States

1060 Woodcock Road, Orlando, FL 32803 • 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
Tounjian Advisory Group, Llc Boca Raton FL 03/2012 03/2019
Lebold Financial Group, Inc. Fort Myers FL 04/2012 Present
Burgos & Brein Wealth Management, Llc Orlando FL 04/2015 Present
Paramount Residential Mortgage Group Boca Raton FL 05/2015 04/2019
Burgos & Brein, Llc Boca Raton FL 04/2015 Present
Burgos & Brein Consultants Boca Raton FL 04/2015 04/2019
Real Mobile Tech Boca Raton FL 10/2019 Present
Crosscountry Mortgage, Llc Delray Beach FL 04/2020 07/2024
  • 03/2012 → 03/2019
    Tounjian Advisory Group, Llc
    Boca Raton, FL
  • 04/2012 → Present
    Lebold Financial Group, Inc.
    Fort Myers, FL
  • 04/2015 → Present
    Burgos & Brein Wealth Management, Llc
    Orlando, FL
  • 05/2015 → 04/2019
    Paramount Residential Mortgage Group
    Boca Raton, FL
  • 04/2015 → Present
    Burgos & Brein, Llc
    Boca Raton, FL
  • 04/2015 → 04/2019
    Burgos & Brein Consultants
    Boca Raton, FL
  • 10/2019 → Present
    Real Mobile Tech
    Boca Raton, FL
  • 04/2020 → 07/2024
    Crosscountry Mortgage, Llc
    Delray Beach, FL
Previous Registrations
  • 2012-08-22 → 2019-04-02
    Advantage Retirement Group
    Fort Myers, FL
    Boca Raton, FL
    Boca Raton, FL
Other Businesses

BURGOS & BREIN, LLC ORLANDO, FL INSURANCE AGENT 04/2015 APPROXIMATELY 20% OF TIME Real Mobile Tech; INVESTMENT RELATED No; 2255 Glades Rd, Suite 324A, Boca Raton FL 33431; Technology using texting applications for retail; VP of Business Development; 10/2019; Approximate hours a month 80; Approximate hours during trading 40; Finding new retail stores or companies to use our technology

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-20
S63 Uniform Securities Agent State Law Examination 2002-03-30
  • S65 Uniform Investment Adviser Law Examination
    2012-03-20
  • S63 Uniform Securities Agent State Law Examination
    2002-03-30
Other Names
  • David H Lebold
  • David Lebold

View on SEC IAPD

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