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Your Choice Financial LLC CRD 321169
$58.0M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
St. Cloud, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-17 |
| FL | RA | APPROVED | 2025-12-17 |
| ME | RA | APPROVED | 2025-06-23 |
| NY | RA | APPROVED | 2022-09-06 |
Branch Locations
399 Camino Gardens Blvd, Boca Raton, FL 33432 • United States
399 Camino Gardens Blvd, Suite 308, Boca Raton, FL 33432 • United States
St. Cloud, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 01/2010 | 09/2018 |
| Ameriprise Financial | New York | NY | 09/2018 | 08/2022 |
| Your Choice Financial Llc | Boca Raton | FL | 08/2022 | Present |
| Gold Sky Benefits | Boca Raton | FL | 10/2018 | Present |
Real Estate Ownership; Single Family; Investment Related; October 2018. Outside Employment; GOLD SKY BENEFITS Inv rel: Y Add: 399 Camino Gardens Blvd, Suite 308 Boca Raton, FL 33432 Nature: Payment 1099 for Health Insurance introductions Position: Owner Start date: 10/ 2018 No. HR/MO: 4 No. HR/MO during sec trading: 0 ETNA Inv rel: Y Add: 399 Camino Gardens Blvd, Suite 308 Boca Raton, FL 33432 Nature: independent insurance brokering, health Position: insurance Start date: 10/ 2018 No. HR/MO: 4 No. HR/MO during sec trading: 0 Santa Barbara Board of Directors; Secretary; Boca Raton, FL 33434; Not Investment Related; March 2022; 1-9 hours per month; 0 during trading hours. I receive insurance and annuity commission through my grid at my broker dealer. I receive health insurance commissions through Etna as an outside business activity. I am a board member of my HOA association (I am not paid for this). I am also a board member of alumni association at the University of Rochester (also not a paid position)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-16 |
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