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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-28 |
Branch Locations
1200 North Federal Highway Suite 400, 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 |
|---|---|---|---|---|
| Newbridge Securities Corporation | The Villages | FL | 03/2017 | Present |
| Unemployed | Louisville | KY | 12/2016 | 03/2017 |
| Independent Insurance Agent | Louisville | KY | 08/2012 | 12/2016 |
| Macys | Louisville | KY | 11/2012 | 11/2016 |
(1) MICHAEL WHITAKER AND ASSOCIATES (DBA): 3251 WEDGEWOOD LANE, THE VILLAGES, FLORIDA; 5/2022; REGISTERED REPRESENTATIVE/LICENSED INSURANCE AGENT; INVESTMENT RELATED; TME SPENT ON THIS ACTIVITY DURING REGULAR BUSINESS HOURS IS 100%. (2) INSURANCE: 3251 WEDGEWOOD LANE, THE VILLAGES, FLORIDA; 2/2017; INSURANCE AGENT; PROVIDING INSURANCE SALES FOR LIFE, HEALTH AND FIXED ANNUITIES, RECOMMEND INSURANCE PRODUCTS THAT FIT THEIR NEEDS, INVESTMENT RELATED, TIME SPENT ON THIS ACTIVITY DURING REGULAR BUSINESS HOURS IS 100%. (3) WHITAKER WEALTH FINANCIAL SERVICES LLC: (DBA): 3251 WEDGEWOOD LANE, THE VILLAGES, FLORIDA, 9/2020; PRESIDENT; INSURANCE SALES; INVESTMENT RELATED; TIME SPENT ON THIS ACTIVITY DURING REGULAR BUSINESS HOURS IS 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-09 |
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