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2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2022-07-05 |
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 | 08/2009 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 01/2019 |
| Mml Investor Services | Shelton | CT | 03/2017 | 01/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2019 | 05/2022 |
| Paradigm Financial Partners | Westport | CT | 01/2019 | 05/2022 |
| Msi Financial Services | Shelton | CT | 11/2009 | 03/2017 |
| 2M Wealth Management Llc | Boca Raton | FL | 03/2020 | Present |
| Alpha Zero Llc | Boca Raton | FL | 05/2022 | Present |
| The Leaders Group Inc | Littleton | CO | 04/2024 | Present |
1) ALPHA ZERO LLC - 5/1/2022 - 2500 N Military Trail, Suite 316, Boca Raton, FL 33431 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo(during trading hours). 2) 2M WEALTH MGMT LLC - 3/5/2020 - 2500 N Military Trail, Suite 316, Boca Raton, FL 33431 - Managing Member, Licensed insurance agent/perform analysis on insurance policies and will sell and service policies, Not Invt Rel, LLC for insurance purposes,10 hrs/mo; 10 hrs/mo (during trading hours). 3) Registered Representative at The Leaders Group, Inc; Invt related: Yes; Location: 26 W Dry Creek Cir. Suite 800 Littleton CO 80120; Start date: 2024-04-23; Description: Independent Broker Dealer; Responsibilities Duties: Ability to sell and service variable products/commission products; 5 Hours per month during trading hours; 0 Hours per month outside trading hours; 10% of total yearly compensation derived from the business. 4) General Partner of OnePointTwo Capital Management; Invt-Related: Yes; Location: Albany, NY; Start Date: 2022-09-01; Description: OnePointTwo Capital is a manager of private funds. 10 hrs/mo; 10 hrs/mo (during trading hours.) 5) Managing member of BGV, LLC, an entity used to fund start-up investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-15 |
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