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2240 Woolbright Road Suite 354, Boynton Beach, FL 33426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-15 |
Branch Locations
2240 Woolbright Road Suite 354, Boynton Beach, FL 33426 • United States
1451 W. Cypress Creek Rd Ste. 300, Fort Lauderdale, FL 33309 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Boca Raton | FL | 05/2013 | 07/2022 |
| Private Client Services | Boynton Beach | FL | 07/2022 | Present |
| Materetsky Financial Group | Boynton Beach | FL | 07/2022 | Present |
1) MATERETSKY FINANCIAL GROUP. 2240 WOOLBRIGHT ROAD, STE 354, BOYNTON BEACH, FL 33426. RIA. FINANCIAL ADVISOR. 180 HOURS/MO; 150 DURING TRADING HOURS. 2) INDEPENDENT INSURANCE AGENT 3) MFG TAX PREPERATION. NOT INVESTMENT-RELATED. 2240 WOOLBRIGHT RD, STE 350, BOYNTON BEACH, FL 33426. INCOME TAX RETURN PREPERATION. OWNER/TAX PREPARER. STARTED 09/2023. 10 HRS/MO; 10 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-08 |
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