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1130 W Lake Cook Road Suite 150, Buffalo Grove, IL 60089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-27 |
| WI | RA | APPROVED | 2024-11-27 |
| TX | RA | APPROVED | 2012-11-05 |
| NJ | RA | APPROVED | 2012-05-10 |
| IL | RA | APPROVED | 2011-06-21 |
Branch Locations
1130 W Lake Cook Road Suite 150, Buffalo Grove, IL 60089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Financial Group | Buffalo Grove | IL | 05/2006 | Present |
| Wealth Financial Advisory Services Llc | Buffalo Grove | IL | 05/2011 | Present |
GABRIEL DAVID LEWIT IS A LICENSED INSURANCE AGENT AND CO-FOUNDER OF ENDORSED DIVERSIFIED SERVICES, INC. D/B/A WEALTH FINANCIAL GROUP, AN INSURANCE WHOLESALER AND BROKERAGE ORGANIZATION. WEALTH FINANCIAL GROUP CONTRACTS WITH AND SUPPORTS INSURANCE AGENTS, COACHES AND TRAINS AGENTS IN INSURANCE PRODUCTS, PROVIDES CLIENT MARKETING MATERIALS AND SUPPORT TO INSURANCE AGENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-02 |
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