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10100 W. Sample Road Suite 300, Coral Springs, FL 33065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1992-10-30 |
Branch Locations
10100 W. Sample Road Suite 300, Coral Springs, FL 33065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Financial Profiles Inc | Coral Springs | FL | 07/1992 | 04/2018 |
| Pugliese Financial Corp | Coral Springs | FL | 09/1979 | Present |
| Apw Capital, Inc Fka Comprehensive Asset Management & Servicing | Coral Springs | FL | 01/2014 | 12/2025 |
| Personal Financial Profiles Inc | Coral Springs | FL | 04/2018 | Present |
| Chatham Hills Homeowners Association | Park City | UT | 04/2026 | Present |
1-PERSONAL FINANCIAL PROFILES INC.; INVESTMENT RELATED; 2801 UNIVERSITY DRIVE, SUITE 201B, CORAL SPRINGS FL 33065; RIA; CHAIRMAN-EMERITUS (SINCE 04/2018); 1989; 200+HRS/MONTH; 7.5 HRS/DAY; CEO, CHIEF PORTFOLIO MANAGER, PRINCIPAL 2) PUGLIESE FINANCIAL CORP; NON-INVESTMENT RELATED;2801 UNIVERSITY DR #201 B CORAL SPRINGS FL 33065;PROVIDE INS SOLUTIONS;STARTED 09/1979;2 HOURS PER WEEK 3) APW CAPITAL, INC FKA COMPREHENSIVE ASSET MANAGEMENT & SERVICING, INC.; INVESTMENT RELATED; CORAL SPRINGS, FL; REG REP; 01/2014; 5% OF HIS TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-29 |
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