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1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-14 |
Branch Locations
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 08/2023 | Present |
| Credent Wealth Management | Auburn | IN | 02/2023 | 06/2023 |
| Global Wealth Retirement Planning, Inc. | Fort Lauderdale | FL | 04/2025 | Present |
| N/A | Terre Haute | IN | 01/2016 | 08/2018 |
| Indiana State University | Terre Haute | IN | 08/2018 | 05/2022 |
| N/A | Terre Haute | IN | 05/2022 | 02/2023 |
NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE: INSURANCE; POSITION:INSURANCE AGENT; START DATE:04/2025; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:CLIENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-04 |
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