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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Investment Services Llc | Fort Lauderdale | FL | 02/2016 | 08/2017 |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 02/2017 | 03/2022 |
| Global Financial Private Capital, Llc | Fort Lauderdale | FL | 02/2016 | 08/2017 |
| Global Wealth Retirement Planning, Llc | Fort Lauderdale | FL | 01/2016 | 03/2022 |
| Madison Avenue Securities, Llc | San Diego | CA | 08/2017 | 03/2022 |
| Sagepoint Financial, Inc. | Fort Lauderdale | FL | 03/2022 | 09/2023 |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 09/2023 | Present |
CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 03/17/2022 ADDRESS: 5310 NW 33rd Ave, Ste 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Selling Fixed Insurance Products such as Life, Long Term Care, Health and Fixed Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-28 |
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