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1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-04 |
Branch Locations
500 S Australian Ave, Suite 105, West Palm Beach, FL 33401 • United States
1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marcos Pizza | Boynton Beach | FL | 07/2018 | 08/2020 |
| Suncoast High School | Riviera Beach | FL | 08/2014 | 06/2018 |
| Florida Atlantic University | Boca Raton | FL | 06/2018 | 07/2019 |
| Florida State University | Tallahassee | FL | 08/2019 | 05/2022 |
| Singer Wealth Advisors, Llc | Boca Raton | FL | 05/2021 | 07/2022 |
| Singer Wealth Advisors, Llc | Boca Raton | FL | 07/2022 | Present |
| Clfinancial Llc | Boynton Beach | FL | 01/2024 | Present |
Insurance Agent, investment related, 1515 S Federal Hwy #302 Boca Raton FL 33432, sale of insurance products and services to clients as needed, 10/2022, approx 80 hours per month, approx 20 hours during trading hours - needs analysis, provide pricing, servicing as needed. Owner & Manager of CLFinancial, LLC - Paid commissions from Insurance Agent activities listed above.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-22 |
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