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Claridenstrasse 20, Zurich 8002 • Switzerland
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-21 |
Branch Locations
Claridenstrasse 20, Zurich 8002 • Switzerland
625 Se 10Th Street Building 3, Deerfield Beach, FL 33441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-03-30 |
| FL | RA | APPROVED | 2009-10-09 |
Branch Locations
625 Se 10Th Street Building 3, Deerfield Beach, FL 33441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Group Ag | Zurich | 08/1995 | Present | |
| Global Wealth Management, L.C. | Zurich | 02/2009 | Present |
1. NAME OF BUSINESS: WEALTH MANAGEMENT GROUP AG INVESTMENT ADVISE & PORTFOLIO MANAGEMENT FOR NON-US PERSONS ZURICH/SWITZERLAND TITLE: INVESTMENT ADVISER REPRESENTATIVE/DIRECTOR FROM 08/1995-PRESENT APPROXIMATE BUSINESS HOURS/MONTH: 20 APPROXIMATE HOURS/MONTH DURING TRADING HR: 20 DUTIES: PARTNER OF THE INVESTMENT COMMITTEE AND INVESTMENT ADVISER 2. Global Wealth Management, L.C.; Investment-Related; Zurich, Switzerland; Investment Advisor; Founder/Investment Advisor Representative; 7/28/2009; 50 hrs/mo; 50 hrs/mo during securities trading hours; Duties are executive officer related activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-27 |
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