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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
1250 S Pine Island Road Suite 350, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Grapevine | TX | 10/2008 | 10/2017 |
| John Hancock Distributors Llc | Boston | MA | 01/2009 | 10/2017 |
| Unemployed | Pompano Beach | FL | 10/2017 | 01/2019 |
| Lpl Financial, Llc | Plantation | FL | 01/2019 | 03/2026 |
| Lwm Advisory Services, Llc | Plantation | FL | 01/2019 | Present |
| Modern Wealth Managment, Llc | Plantation | FL | 03/2026 | Present |
1. 10/25/2008 - CLAUDIA BUGDADI/ REAL ESTATE RENTAL/ INVESTMENT RELATED / 0%/ 75 GULFSTREAM RD #208B, DANIA BEACH, FL 33004 2. 01/22/2019 - CLAUDIA RUBENSTEIN/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED / 5%/ PLANTATION, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-26 |
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