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Wellington, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Portfolio Consultants, Inc. | Boca Raton | FL | 07/2002 | 09/2017 |
| Managed Account Services,Llc | Wayne | PA | 05/2010 | 03/2018 |
| Aca Global Aka Foreside Financial Group | Portland | ME | 07/2017 | 10/2025 |
| Money Manager, Inc. | Wellington | FL | 09/2019 | Present |
| Emerson Equity Llc | San Mateo | CA | 03/2020 | Present |
1). Money Manager Inc.-Investment Related-Registered Investment Advisor-10554 Versailles Blvd, Wellington FL 33449-10 to 40 hours per month during securities trading hours. 3) Safe Harbour Consulting Services LLC-Not Investment Related, 133 Island Drive, Ocean Ridge, FL 33435, Business Development, Managing Member, provide consulting services to assist firms in business development & growth, 5 - 40 hrs per month, 0 hrs during securities trading hours, 10/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-16 |
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