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Wellington, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-06-25 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Florida Investment Exchange | Wellington | FL | 07/2007 | Present |
| Money Manager Inc. | Wellington | FL | 03/2015 | Present |
| Emerson Equity Llc | San Mateo | CA | 04/2018 | Present |
| Revere Securities Llc | Boca Raton | FL | 08/2017 | 04/2018 |
| Wsu Pullman, Llc | San Mateo | CA | 08/2023 | Present |
1) MONEY MANAGER INC., INVESTMENT RELATED 01/2005-REGISTER INVESTMENT ADVISOR-PRESIDENT/IAR,10554 VERSAILLES BLVD, WELLINGTON FL, 33449-120 HOURS PER WEEK DURING SECURITIES TRADING HOURS. 2) FLORIDA INVESTMENT EXCHANGE, NOT INVESTMENT RELATED-10554 VERSAILLES BLVD, WELLLINGTON FL 33449- S-CORP, PERSONAL PROPERTY (NON-COMPENSATED) MANAGEMENT/OWNER, 1/2005, AFTER SECURITIES TRADING BUSINESS HOURS. 3)WSU PULLMAN, LLC-INVESTMENT RELATED, 155 BOVET ROAD STE 725 SAN MATEO, CA 94402, REAL ESTATE FINANCE, MANAGING MEMBER, MANAGEMENT, 10 HRS MONTHLY WITH 10 HRS MONTHLY DURING SECURITIES TRADING HOURS, 08/2023.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-29 |
| S66 | Uniform Combined State Law Examination | 2009-05-13 |
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