Inactive

Felipe Mejia

Advisors Capital Management, LLC

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Current Employers

Advisors Capital Management, Llc

10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-05-23

FL RA
APPROVED

Since 2023-05-23

Branch Locations

10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Valic Financial Advisors, Inc.	Boca Raton	FL	03/2016	07/2017
Charles Schwab & Co., Inc.	Coral Gables	FL	07/2017	10/2021
Charles Schwab Bank	Coral Gables	FL	07/2017	10/2021
Northstar Financial Planners, Inc.	Plantations	FL	11/2021	05/2023
Advisors Capital Management, Llc	Ridgewood	NJ	05/2023	Present

03/2016 → 07/2017

Valic Financial Advisors, Inc.

Boca Raton, FL
07/2017 → 10/2021

Charles Schwab & Co., Inc.

Coral Gables, FL
07/2017 → 10/2021

Charles Schwab Bank

Coral Gables, FL
11/2021 → 05/2023

Northstar Financial Planners, Inc.

Plantations, FL
05/2023 → Present

Advisors Capital Management, Llc

Ridgewood, NJ

Previous Registrations

2021-11-09 → 2023-05-10

Northstar Financial Planners, Inc.

Plantation, FL
2017-08-02 → 2021-11-27

Charles Schwab & Co., Inc.

Coral Gables, FL

Fort Lauderdale, FL
2016-05-31 → 2017-07-28

Valic Financial Advisors, Inc.

Boca Raton, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-05-11

S66 Uniform Combined State Law Examination

2016-05-11

Designations

View on SEC IAPD

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