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Current Employers
Strategic Asset Management Group Advisors

2000 North Federal Highway Suite 202, Pompano Beach, FL 33062 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2005-09-15
  • FL RA
    APPROVED
    Since 2005-09-15

Branch Locations

800 S. Andrews Avenue Suite 204, Ft. Lauderdale, FL 33316 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Asset Management Group Advisors, Inc. Ft. Lauderdale FL 05/2005 Present
Lincoln Investment Fort Lauderdale FL 06/2012 Present
  • 05/2005 → Present
    Strategic Asset Management Group Advisors, Inc.
    Ft. Lauderdale, FL
  • 06/2012 → Present
    Lincoln Investment
    Fort Lauderdale, FL
Previous Registrations
  • 1992-01-17 → 2007-08-08
    Mutual Service Corporation
    Plantation, FL
    Fort Lauderdale, FL
Other Businesses

REAL ESTATE POSITION: Investor, Owner NATURE: Real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1981 ADDRESS: 2520 NE 33 street, Lighthouse point FL 33064, United States DESCRIPTION: Occasionally discuss with the property manager maintenance and tenant issues that come up. STRATEGIC ASSET MANAGEMENT GROUP ADVISORS POSITION: President and an investment advisor representative, NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1990 ADDRESS: 2000 N. Federal Highway, Suite 202, Pompano Beach FL 33062, United States DESCRIPTION: Asset Managment and Advisory INSURANCE POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/10/1981 ADDRESS: 2000 N. Federal Highway, Suite 202, Pompano Beach FL 33062, United States DESCRIPTION: Sales and Service of existing life insurance and fixed annuities SAM Operations, LLC Position: Managing Member, Owner Nature: Holding company used to pay company expenses only. Investment Related: No Hours: 25 Securities Trading Hours: 25 Start Date: 7/31/2013 Address: 2000 N. Federal Highway, Suite 202 Pompano Beach, FL 33062 Description: Paying company expenses

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-05-12
  • S63 Uniform Securities Agent State Law Examination
    2003-05-12

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