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55A E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Mha Financial Corp | Westwood | MA | 10/2004 | 12/2018 |
| Mha Financial Corp | Westwood | MA | 03/2005 | Present |
| Four Points Capital Partners Llc | New York | NY | 01/2019 | Present |
(1) Dynamic Advisors Inc., Melbourne, FL; Investment-related; Started 10/2004; Commissions received from sale of individual and group health insurance, Medicare, and Part D plans, Property & Casualty and as a Public Claims Adjuster.; 26 hrs/month during trading. (2) MHA Financial Corp., Westwood, MA; Investment-related; Started 3/2005; Investment advisor representative; 1 hour/week during trading. (3) Four Points Insurance Agency LLC, New York, NY; Investment-related; Started 1/2019; variable insurance via FPIA and FPCP; 1 hour/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-04 |
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