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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Usa Financial Securities Corporation | Woodbridge | NJ | 07/2010 | 06/2018 |
| Retirement Income Advisory Group Llc | Delray Beach | FL | 06/2018 | 02/2024 |
| Independent Insurance Agent | Woodbridge | NJ | 04/1991 | 07/2020 |
| The Retiring Baby Boomer Group, Llc | Delray Beach | FL | 07/2020 | Present |
The Retiring Baby Boomer Group LLC; Owner/Insurance Agent; Start date: 07/2020; Delray Beach, FL; INVESTMENT RELATED; Insurance product sales; Approximately 40hrs/month devoted; 20hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-22 |
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