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101 Ne 3Rd Ave Suite 1500, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
Branch Locations
101 Ne 3Rd Ave Suite 1500, Fort Lauderdale, FL 33301 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Health Benefits Center | Hollywood | FL | 12/2014 | Present |
| World Financial Group, Inc. | Miami | FL | 05/2015 | Present |
| Transamerica Financial Adivsors | Miami | FL | 07/2015 | Present |
| Aragon Capital Llc | Fort Lauderdale | FL | 04/2016 | Present |
HEALTH BENEFITS CENTER/NOT INVESTMENT RELATED/200 S PARK RD/HOLLYWOOD FL 33021/ENROLLMENT OF HEALTH PLANS FOR INBOUND CALLERS/ENROLLMENT AGENT/12.2014/80/0/I ASSIST CUSTOMERS ENROLL INTO HEALTH, DENTAL AND VISION PLANS. Insurance sales of health, life, and fixed annuity sales. Receive commissions for policies sold
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-05 |
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