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Current Employers
Mouly Financial Management, Inc.

12401 Orange Drive Suite 223, Davie, FL 33330 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-23
FL RA APPROVED 1991-08-07
  • TX RA
    APPROVED_RES
    Since 2023-08-23
  • FL RA
    APPROVED
    Since 1991-08-07

Branch Locations

12401 Orange Drive Suite 223, Davie, FL 33330 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mouly Financial Managment Inc Davie FL 01/1991 Present
Singer Xenos Securities Corp Coral Gables FL 06/2014 05/2019
Supreme Alliance Llc West Palm Beach FL 05/2019 Present
  • 01/1991 → Present
    Mouly Financial Managment Inc
    Davie, FL
  • 06/2014 → 05/2019
    Singer Xenos Securities Corp
    Coral Gables, FL
  • 05/2019 → Present
    Supreme Alliance Llc
    West Palm Beach, FL
Other Businesses

REGISTERED INVESTMENT ADVISOR- Mouly Financial Management (RIA). LICENSED INSURANCE AGENT- CERTIFIED PUBLIC ACCOUNTANT- THE ABOVE SERVICES ARE OFFERED THROUGH MOULY FINANCIAL MANAGEMENT, INC. 100% shareholder is ELM Financial services Inc, which leases office space.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-14
  • S63 Uniform Securities Agent State Law Examination
    1986-05-14
Designations

View on SEC IAPD

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