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1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-20 |
Branch Locations
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guerra Advisory Services | Miami | FL | 08/2020 | 11/2023 |
| Guerra Financial Group | Miami | FL | 08/2020 | 11/2023 |
| N/A | Miami | FL | 05/2016 | 08/2020 |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 12/2023 | Present |
| Global Wealth Retirement Planning, Llc | Fort Lauderdale, | FL | 12/2023 | Present |
1. NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE:INSURANCE; POSITION:WEALTH ADVISOR, CLIENT SERVICES, INSURANCE AGENT; START DATE:12/2023; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:CLIENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-17 |
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