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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-19 |
Branch Locations
10 Fairway Drive Ste 100-A, Deerfield Beach, FL 33441 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Garden City | NY | 05/2012 | 10/2017 |
| Park Avenue Securities Llc | Garden City | NY | 05/2012 | 10/2017 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 10/2017 | 03/2024 |
| Agia | Houston | TX | 12/2022 | 03/2024 |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2024 | Present |
| Western Pa | Boca Raton | FL | 03/2024 | Present |
| Arrow Wealth | Deerfield Beach | FL | 03/2024 | Present |
WESTERN PA; INV REL; SAME AS BRANCH; FINANCIAL ADVISING; AGENT; START DATE=03/2024; HRS/MO=180; TRADING HRS/MO=180; FINANCIAL ADVISOR * dba ARROW WEALTH; INV REL; SAME AS BRANCH; FINANCIAL ADVISING; PARTNER; START DATE=03/2024; HRS/MO=20; TRADING HRS/MO=20; MARKETING, BUSINESS PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
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