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7280 W. Palmetto Park Road Suite 201N, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-31 |
Branch Locations
7280 W. Palmetto Park Road Suite 201N, Boca Raton, FL 33433 • United States
Burlington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Wealth, Inc. | Burlington | NC | 07/2025 | Present |
| Olympic Golden Retirements Llc | Burlington | NC | 01/2001 | Present |
Owner of Olympic Golden Retirements 2001 Life Insurance, Annuites, Long Term Care, Retirement Income Planning. I receive commissions for the sales of life, insurance, annuities, and long-term care insurance. Primary focus of business of 180 hours monthly is focused with securities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-17 |
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