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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 | 2025-03-19 |
Branch Locations
1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States
2210 Ashley Oaks Cir Suite 102, Wesley Chapel, FL 33544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maggard Wealth Management | Wesley Chapel | FL | 09/2024 | Present |
| Singer Wealth Advisors Llc | Boca Raton | FL | 01/2025 | Present |
| Mars Water Company | Ocala | FL | 06/2021 | 08/2021 |
| Marsh Mclennan | New York | NY | 05/2022 | 08/2022 |
| Raymond James | Gainesville | FL | 01/2023 | 04/2023 |
| Ss&C Technologies | Jacksonville | FL | 07/2023 | 08/2024 |
| University Of Florida | Gainesville | FL | 06/2019 | 05/2023 |
| West Boca Raton High School | Boca Raton | FL | 02/2015 | 05/2019 |
Magard Wealth Management - Investment Related, Planning Advisor - Full time 09/2024 - 2210 Ashley Oaks Circle, Suite 102, Wesley Chapel, FL 33544 Magard Wealth Management - Insurance Agent - Full time 7/2024 - 2210 Ashley Oaks Circle, Suite 102, Wesley Chapel, FL 33544
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-01 |
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