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1655 North Commerce Parkway Suite 203, Weston, FL 33326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-19 |
| FL | RA | APPROVED | 2018-03-14 |
Branch Locations
1655 North Commerce Parkway Suite 203, Weston, FL 33326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifespan Financial Strategies, Inc. | Weston | FL | 09/2014 | 02/2018 |
| Lpl Financial Llc | Weston | FL | 07/2017 | 12/2020 |
| Lifespan Financial Strategies, Inc. | Weston | FL | 02/2018 | Present |
| Lifespan Financial Strategies, Inc. | Weston | FL | 12/2024 | Present |
| Lifespan Financial Strategies, Inc. | Weston | FL | 01/2026 | Present |
Start Date: 02/15/2019 - no business name - Non-Variable Insurance - investment related - at reported business location - sell non-variable insurance in State of Florida. 1% time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-24 |
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