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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-29 |
Branch Locations
601 N. Congress Ave Suite 440, Delray Beach, FL 33445 • United States
601 N Congress Ave Ste 413, Delray Beach, FL 33445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Delray Beach | FL | 07/2016 | 01/2019 |
| Acro Insurance, Inc. | Delray Beach | FL | 11/2011 | Present |
| Chelsea Financial Services | Staten Island | NY | 06/2020 | 09/2020 |
| Elevated Capital Advisors, Llc | Sandy | UT | 09/2020 | 03/2021 |
| Newbridge Securities Corporation | Delray Beach | FL | 09/2021 | 10/2022 |
| Newbridge Financial Services Group, Inc. | Delray Beach | FL | 09/2021 | 10/2022 |
| Cetera Advisors Llc | St Cloud | MN | 01/2023 | Present |
| Acro Realty, Llc | Delray Beach | FL | 01/2019 | Present |
| Jmt 601, Llc | Delray Beach | FL | 07/2015 | Present |
| 1771 Nw 2Nd Ter, Llc | Delray Beach | FL | 02/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
| Dba / Acro Wealth Management, Llc | Delray Beach | FL | 07/2026 | Present |
1 NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 11/2021, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 2 NAME OF OTHER BUSINESS: ZILLMER WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3 NAME OF OTHER BUSINESS: ACRO INSURANCE, INC., INVESTMENT RELATED: NO, ADDRESS: 601 N. CONGRESS AVE, STE 440, DELRAY BEACH, FL, 33445, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE:11/2011, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: PROVIDES TAX PREPARATION; 4 NAME OF OTHER BUSINESS: ACRO REALTY, LLC, INVESTMENT RELATED: NO, ADDRESS: 601 N. CONGRESS AVE, STE 440, DELRAY BEACH, FL, 33445, NATURE OF BUSINESS: REAL ESTATE, START DATE:01/2019, POSITION/TITLE/RELATIONSHIP: OWNER/BROKER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: BUY AND SELL REAL ESTATE FOR OTHERS; 5 NAME OF OTHER BUSINESS: JMT 601, LLC, INVESTMENT RELATED: NO, ADDRESS: 601 N. CONGRESS AVE, STE 440, DELRAY BEACH, FL, 33445, NATURE OF BUSINESS: RENTAL PROPERTY, START DATE: 07/2015, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY; 6 NAME OF OTHER BUSINESS: 1771 NW 2ND TER, LLC, INVESTMENT RELATED: NO, ADDRESS: 601 N. CONGRESS AVE, STE 440, DELRAY BEACH, FL, 33445, NATURE OF BUSINESS: RENTAL PROPERTY, START DATE: 02/2019, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY; 7 NAME OF OTHER BUSINESS: DBA / ACRO WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: 601 N. CONGRESS AVE STE 440 DELRAY BEACH, FL 33445; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 7/1/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 26; APX NUMBER OF HOURS DURING TRADING HOURS: 22; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-20 |
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