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8151 Peters Road Suite 3200, Plantation, FL 33324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-07 |
Branch Locations
8151 Peters Road Suite 3200, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Municipal Credit Union | New York | NY | 05/2017 | 07/2018 |
| Municipal Credit Union | New York | NY | 05/2015 | 04/2017 |
| Stonex Securities Inc | Plantation | FL | 05/2019 | Present |
| Unemployed | Coconut Creek | FL | 01/2019 | 05/2019 |
| Unemployed | Brooklyn | NY | 08/2018 | 01/2019 |
| Mg&A Wealth | Plantation | FL | 05/2019 | Present |
| Mg&A Wealth | Plantation | FL | 08/2019 | Present |
1) Licensed Insurance Agent Nature of Business: Life, health, annuity insurance sales Investment Related: Yes Title: Insurance Agent Duties: Licensed to sell insurance products Start Date: 8/2/2017 Hours Devoted to Business: 0-5 Hours Devoted to Business during Market Hours: 0-5 2) Meg Green Inc. RIA dba MG&A Wealth 8151 Peters Road Suite 3200 Plantation, Florida 33324 Nature of Business: Investment Advisor Investment Related: Yes Title: Investment Advisor with Meg Green Inc. RIA Duties: Provide investment advice for clients Start Date: 08/07/2019 Hours Devoted to Business: 150 Hours Devoted to Business during Marketing Hours: 7 3) FIKA Home LLC - 5032 NW 66th Drive, Coral Springs, Florida 33067 Nature of Business: We are making and selling candles as well as other home décor. Investment Related: No Business Position: Owner/Manager Business Duties: Assist with managing the business. Mostly focusing on the financials and managing the website. Business Start Date: 08/21/2023 Approximately 40 hours spent on this OBA monthly, with zero during market hours. 4) MG&A Tax LLC - 8151 Peters Road Suite #3200, Plantation, FL 33324 Nature of Business: Tax preparation for clients. Investment Related: No Business Position: Managing Director/Authorized Member Business Duties: Tax preparation Business Start Date: 10/19/2023 Approximately 20 hours spent on this OBA monthly, with 2 hours/daily during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-16 |
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