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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 | 2024-07-11 |
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 |
|---|---|---|---|---|
| Atp/Itf | Miami | FL | 01/2015 | 06/2018 |
| Royal Palm Tennis Club | Miami | FL | 06/2018 | 06/2019 |
| Npc Financial | Miami | FL | 06/2019 | 07/2022 |
| Forum Financial Management, Lp | Miami | FL | 07/2022 | 01/2025 |
| Bridge Generations Wealth Management Llc | South Miami | FL | 05/2024 | Present |
Bridge Generations Wealth Management LLC; Investment-related; 5900 Southwest 73rd Street, Suite 300, South Miami, FL 33143; Registered investment adviser; 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 | 2025-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-08 |
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