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Global Wealth Management Investment Advisory, Inc. CRD 286005
$723M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-23 |
Branch Locations
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 04/2015 | 01/2023 |
| Bank Of America, N.A. | Boca Raton | FL | 12/2015 | 11/2024 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 11/2024 | 01/2026 |
| Arbor Financial Services | Boca Raton | FL | 02/2026 | 03/2026 |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 02/2026 | 03/2026 |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 04/2026 | Present |
| Global Wealth Retirement Planning, Llc | Fort Lauderdale | FL | 04/2026 | Present |
1. West Boca Raton Softball Association - 02/2026 - present - Non-Investment Related - 11200 Park Access Road, Boca Raton, FL 33498. Non-compensated volunteer coach. This will not encompass any business hours. 2. West Boca Youth Baseball Organization - 02/2026 - present - Non-Investment Related - 11244 Park Access Road, Boca Raton, FL 33498. Non-compensated volunteer coach. This will not encompass any business hours. 3. Global Wealth Retirement Planning, LLC; 04/2026 - present; Investment Related; 1301 East Broward Blvd., Suite 200, Ft. Lauderdale, FL 33301; Insurance Agent; Hours/Month - 60; Trading Hours/Month - 60; Client Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-23 |
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