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5966 South Dixie Highway Suite 300, South Miami, FL 33143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-25 |
Branch Locations
5966 South Dixie Highway Suite 300, South Miami, FL 33143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Wealth Strategies, Inc. | Coral Gables | FL | 01/1991 | Present |
| David N. Smith & Associates, Inc. | South Miami | FL | 07/2007 | 12/2020 |
| Forum Financial Management, Lp | Lombard | IL | 07/2020 | 01/2025 |
| Forum Financial Management, Lp | Lombard | IL | 01/2021 | 01/2025 |
| Bridge Generations Wealth Management Llc | South Miami | FL | 05/2024 | Present |
1) Financial Wealth Strategies, Inc.; Not investment-related; 5900 Southwest 73rd Street, Suite 300, South Miami, FL 33143; Insurance sales; President; 1/1991; 30 hours/month devoted; 30 hours during securities trading hours; Insurance sales and services. 2) Bridge Generations Wealth Management LLC; Investment-related; 5900 Southwest 73rd Street, Suite 300, South Miami, FL 33143; Registered investment adviser; Managing Member and Investment Adviser Representative; 5/2024; 30 hours/month devoted; 10 hours during securities trading hours; Investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-25 |
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