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Michael Steven Greenberg

Greenberg Financial Group

Boynton Beach, FL

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Current Employers
Greenberg Financial Group

3240 Ridge Lane, Boynton Beach, FL 33435 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-10-06
  • FL RA
    APPROVED
    Since 2015-10-06

Branch Locations

3240 Ridge Lane, Boynton Beach, FL 33435 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Benefit Concepts, Inc., D/B/A Greenberg Financial Group Boynton Beach FL 08/2000 Present
Benefits Concepts Inc., D/B/A Greenberg Financial Group Boynton Beach FL 06/2015 Present
  • 08/2000 → Present
    Benefit Concepts, Inc., D/B/A Greenberg Financial Group
    Boynton Beach, FL
  • 06/2015 → Present
    Benefits Concepts Inc., D/B/A Greenberg Financial Group
    Boynton Beach, FL
Previous Registrations
  • 2012-05-21 → 2015-10-06
    Monticello Investment Services, Inc.
    Neosho, MO
    Delary Beach, FL
  • 2011-10-26 → 2012-04-25
    Schaumburg, IL
    Clearwater, FL
  • 2010-01-06 → 2011-09-30
    Workman Securities Corporation
    Eden Prairie, MN
    Delray Beach, FL
  • 2007-02-22 → 2010-02-04
    Boynton Beach, FL
  • 2007-02-02 → 2007-02-06
    Ft. Lauderdale, FL
  • 2006-08-07 → 2007-01-18
    Securities America Advisors, Inc.
    Boca Raton, FL
Other Businesses

1. FRIVOLOUS CHOCHKIES/BOYNTON BEACH, FL 33435/PARTNER/NON INVESTMENT RELATED/ASSIST IN PURCHASING AND SALES/RETAIL SALES OF GENERAL MERCHANDISE INCLUDING JEWELRY, TOYS AND GARDEN ORNAMENTS/4 HOURS DEVOTED PER MONTH 2.BENEFIT CONCEPTS,INC./DELRAY BEACH, FL 33444/OWNER/INVESTMENT RELATED/SINCE 1999/LIFE INSURANCE, HEALTH INSURANCE, LONG TERM CARE/SALES AND SERVICE OF INSURANCE PRODUCTS/20 HOURS PER MONTH DEVOTED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-01
S63 Uniform Securities Agent State Law Examination 1994-01-24
  • S66 Uniform Combined State Law Examination
    2006-05-01
  • S63 Uniform Securities Agent State Law Examination
    1994-01-24
Designations
Other Names
  • Michael Greenberg

View on SEC IAPD

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