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2000 North Federal Highway Suite 202, Pompano Beach, FL 33062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-09-15 |
Branch Locations
800 S. Andrews Avenue Suite 204, Ft. Lauderdale, FL 33316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Asset Management Group Advisors, Inc. | Ft. Lauderdale | FL | 05/2005 | Present |
| Lincoln Investment | Fort Lauderdale | FL | 06/2012 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-12 |
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