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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
Branch Locations
6601 Park Of Commerce Blvd, Boca Raton, FL 33487 • United States
317 State Street, Guthrie Center, IA 50115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 08/2026 | Present |
| Gurman Wealth Management | Boca Raton | FL | 01/2026 | Present |
| Two Men And A Truck | Saint Augustine | FL | 04/2024 | 12/2025 |
| Nocatee Waterpark | Nocatee | FL | 05/2023 | 09/2023 |
| Pieology | Nocatee | FL | 01/2022 | 08/2022 |
| Florida Atlantic University | Boca Raton | FL | 08/2022 | 05/2026 |
| Middle & High School Student | Nocatee | FL | 08/2016 | 05/2022 |
(1.) Gurman Wealth Management; Investment-related; Boca Raton, FL; Intern, start: 01/2026; Insurance Agent, start: 05/2026, Approximately 80 hours/month with 40 hours/month during trading hours; Duties: to provide life insurance and retirement plans utilizing life insurance strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-16 |
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