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225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
| NJ | RA | APPROVED | 2026-04-01 |
Branch Locations
225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Manchester | NJ | 09/2006 | Present |
| Corecap Advisors, Llc | Southfield | MI | 07/2019 | 03/2026 |
| Star Wealth Advisors | Boca Raton | FL | 03/2026 | Present |
Licensed Insurance Agent contracted with Aetna and United Healthcare for Medicare Insurance along with Annexus, Athene, and Annexus Nationwide for annuity business; approx 80-100 hours per month, including nights and weekends
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-07 |
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