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2150 Post Road Suite 301, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-16 |
Branch Locations
2150 Post Road Suite 301, Fairfield, CT 06824 • United States
2700 North Military Trail, Boca Raton, FL 33432 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| American Asset Management, Inc. | Boca Raton | FL | 08/2016 | 03/2020 |
| Stoever Glass & Co | Boca Raton | FL | 07/2018 | 03/2019 |
| Stoever Glass Insurance Agency | Boca Raton | FL | 08/2018 | 03/2019 |
| Stoever Glass Insurance Agency | Boca Raton | FL | 08/2018 | 03/2019 |
| Stoever Glass Wealth Management Inc | Boca Raton | FL | 03/2020 | 01/2025 |
| Herbert J Sims Capital Management | Boca Raton | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-26 |
| S66 | Uniform Combined State Law Examination | 2016-08-03 |
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