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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-26 |
| FL | RA | APPROVED | 2018-06-15 |
Branch Locations
5521 N.UNiversity Drive Suite 103, Coral Springs, FL 33076 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Coral Springs | FL | 10/2013 | 01/2017 |
| Great Lakes And Atlantic Wealth Management | Charlotte | NC | 01/2017 | 06/2018 |
| International Assets Advisory, Llc | Coral Springs | FL | 01/2017 | 01/2020 |
| Mgo One Seven Llc Dba Everglades Parkland Advisors | Parkland | FL | 06/2018 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 01/2020 | Present |
1) Insurance Licensed - appx 10% of his time during trading hours. 2) BROWARD COUNTY GATOR CLUB 2000 UNIVERSITY DRIVE, DAVIE, FL 33317 - NON-PROFIT PROVIDING SCHOLARSHIPS TO BROWARD COUNTY SENIORS - BOARD MEMBER SINCE 8/2019 - APPROX 7 HRS/MO - NO COMPENSATION 3) 06/2018 INVESTMENT ADVISER REPRESENTATIVE- RIA - MGO ONE SEVEN LLC dba EVERGLADES PARKLAND ADVISORS, LLC (MANAGING MEMBER OF DBA) - 5521 N. UNIVERSITY DRIVE, SUITE 103, CORAL SPRINGS, FL 33076- INVESTMENT RELATED - ADVISORY FEES- APPROX 20 HRS/ WEEK - APPROX 160 HRS/MO 4) 01/2020 FORTUNE FINANCIAL SERVICES, INC - 5521 N. UNIVERSITY DRIVE, SUITE 103, CORAL SPRINGS, FL 33076- INVESTMENT RELATED- REGISTERED REPRESENTATIVE - APPROX 5-7 HRS/ WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-14 |
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