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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED_RES | 2025-03-03 |
Branch Locations
Boca Raton, FL • United States
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • 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 |
|---|---|---|---|---|
| Next Financial Group Inc | Boca Raton | FL | 06/2014 | Present |
| Innovation Partners Llc | Charlotte | NC | 12/2023 | 02/2025 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 12/2023 | 02/2025 |
| Osaic | Fort Lauderdale | FL | 02/2025 | Present |
1) ROMERO INVESTMENT MANAGEMENT POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/14/2014 ADDRESS: 5310 NW. 33 AVE, Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Fixed insurance products and manage the books for the LLC. 2) TBG DANCO POSITION: agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2015 ADDRESS: 11150 Santa Monica Blvd, Suite 800, Los Angeles CA 90025, United States DESCRIPTION: source leads for life insurance planning for clients 3) FINRA DISPUTE RESOLUTION POSITION: arbitrator NATURE: SRO INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2016 ADDRESS: 5200 Town Center Circle, Suite 200, Boca Raton FL 33486, United States DESCRIPTION: serve on arbitration panels 4) TEMPLE BETH EL BROTHERHOOD. Charity/Non-profit. Start: 06/2018. https://tbeboca.org/. 391 SW 4th Ave., Boca Raton, FL 33432. President and volunteer. 3hrs per week.___ 5) Mt. Yale Advisor Partners LLC. Start: 12/2023. Recruiting advisors. 8500 Normandale Lake Blvd., Suite 1900, Minneapolis, MN 55437. 30hrs per week.___ 6) CREATIVE FINANCIAL NETWORK POSITION: agent NATURE: insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 02/28/2025 ADDRESS: 5310 NW 33rd Ave, Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: source fixed insurance business. 7) APEX MARINE DETAILING POSITION: Investor NATURE: Floirida LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2026 ADDRESS: 1691 NW 1st Ave, Pompano Beach FL 33060, United States DESCRIPTION: helping my son launch a boat detailing business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-09 |
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