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2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
| FL | RA | APPROVED | 2022-05-06 |
Branch Locations
2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Shelton | CT | 07/2012 | 03/2017 |
| Mml Investor Services | Shelton | CT | 03/2017 | 03/2020 |
| Massachusetts Mutual Life Insurance Company | Shelton | CT | 07/2016 | 02/2020 |
| Paradigm Financial Partners, Llc | Westport | CT | 03/2020 | 04/2022 |
| Barnum Financial Group | Shelton | CT | 10/2012 | 02/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 03/2020 | 05/2022 |
| Msi Financial Services | Shelton | CT | 07/2012 | 03/2017 |
| 2M Wealth Management Llc | Boca Raton | FL | 04/2022 | Present |
| Alpha Zero | Boca Raton | FL | 05/2022 | Present |
| The Leaders Group Inc | Littleton | CO | 05/2024 | Present |
1) 1.2 CAPITAL MGMT LLC - 9/1/2022 - Albany, NY - Chief Strategy Officer, Oversee firm initiatives, Invt Rel, Cryptocurrency hedge fund, 10 hrs/mo; 10 hrs/mo (during trading hours) 2) 2M WEALTH MGMT LLC - 3/1/2020 - 2500 N Military Trail, Suite 316, Boca Raton, FL 33431 - Life insurance producer, Life insurance producer, Not Invt Rel, Insurance business, 2 hrs/mo; 2hrs/mo (during trading hours). 3) ALPHA ZERO LLC - 5/1/2022 - 2500 N Military Trail, Suite 316, Boca Raton, FL 33431 - Managing Partner, Oversee company, Invt Rel, RIA firm, 100 hrs/mo; 80 hrs/mo (during trading hours). 4) The Leaders Group, INC- 05/01/2024 - 475 Springfield Avenue, Summit, NJ 07901, Registered Admin - Independent Broker Dealer - Registered Rep at Leaders Group but will not be registered with the BD to solicit business. He will be able to service variable contracts - 5hrs/mo (during trading hours); 0 hrs/mo (outside trading hours). 5) Managing member of BGV, LLC, an entity used to fund start-up investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
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