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Current Employers
Financial Trust Asset Management Chartered

10055 Yamato Road Suite 103, Boca Raton, FL 33498-6102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-12
  • FL RA
    APPROVED
    Since 2025-06-12

Branch Locations

10055 Yamato Road Suite 103, Boca Raton, FL 33498-6102 • 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
Bb&T Investments Charlotte NC 12/2009 12/2016
Cetera Investment Advisers, Llc Fort Lauderdale FL 01/2017 02/2017
Cetera Investment Services, Llc St. Cloud MN 01/2017 02/2017
Regions Bank Fort Lauderdale FL 01/2017 02/2017
Citigroup Miami FL 03/2017 05/2025
Financial Trust Asset Management Chartered Boca Raton FL 06/2025 Present
Financial Trust Research Partners, Llc Boca Raton FL 06/2025 Present
Ft Insurance Services, Llc Boca Raton FL 07/2025 Present
  • 12/2009 → 12/2016
    Bb&T Investments
    Charlotte, NC
  • 01/2017 → 02/2017
    Fort Lauderdale, FL
  • 01/2017 → 02/2017
    Cetera Investment Services, Llc
    St. Cloud, MN
  • 01/2017 → 02/2017
    Regions Bank
    Fort Lauderdale, FL
  • 03/2017 → 05/2025
    Citigroup
    Miami, FL
  • 06/2025 → Present
    Boca Raton, FL
  • 06/2025 → Present
    Financial Trust Research Partners, Llc
    Boca Raton, FL
  • 07/2025 → Present
    Ft Insurance Services, Llc
    Boca Raton, FL
Previous Registrations
  • 2017-03-14 → 2025-05-09
    Coral Springs, FL
    Miami, FL
    Coral Springs, FL
    Coral Springs, FL
  • 2017-01-19 → 2017-03-01
    Fort Lauderdale, FL
  • 2009-12-14 → 2017-01-05
    Bb&T Investment Services, Inc.
    Palm Beach Gardens, FL
    North Palm Beach, FL
    Stuart, FL
    Daytona Beach, FL
    Coral Springs, FL
    Palm Beach Gardens, FL
    South Miami, FL
    Jupiter, FL
    Davie, FL
    Miami Beach, FL
    Weston, FL
    Weston, FL
    Weston, FL
    Boca Raton, FL
    Charlotte, NC
    Plantation, FL
    Boca Raton, FL
    Fort Lauderdale, FL
    Miami, FL
    Key West, FL
    Fort Lauderdale, FL
    Hialeah, FL
    Miami, FL
    Miami, FL
    West Palm Beach, FL
    West Palm Beach, FL
    Fort Lauderdale, FL
    Doral, FL
    Fort Lauderdale, FL
    Deerfield Beach, FL
    Palm Beach, FL
    Hollywood, FL
    Lantana, FL
    West Palm Beach, FL
    Wellington, FL
    Key Biscayne, FL
    Aventura, FL
    Washington, DC
    Coral Gables, FL
    Miami Beach, FL
    Miami, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Sunny Isles Beach, FL
    Sarasota, FL
    Miami Lakes, FL
    Palm Beach Gardens, FL
    Miami, FL
    Plantation, FL
    Jupiter, FL
    Miami, FL
    Tequesta, FL
    Oakland Park, FL
    Sunrise, FL
    Palm Beach Gardens, FL
    Miramar, FL
    Pompano Beach, FL
  • 2007-05-29 → 2009-12-17
    Boca Raton, FL
    Fort Lauderdale, FL
    Weston, FL
    Coral Springs, FL
    Palm Beach Gardens, FL
  • 2005-08-17 → 2007-05-29
    Citicorp Investment Services
    Palm Beach Gardens, FL
    Boca Raton, FL
    Fort Lauderdale, FL
    Weston, FL
    Miami, FL
Other Businesses

1. FINANCIAL TRUST RESEARCH PARTNERS, LLC. INVESTMENT RESEARCH - PART OWNER - (INVESTMENT RELATED AT RESEARCH LEVEL ONLY) 10055 YAMATO ROAD, SUITE 103, BOCA RATON, FL 33498. CONDUCT MARKET RESEARCH AND WRITE ABOUT IT. START DATE 06/01/2025. MR. HAGE SPENDS 15 HOURS A MONTH DURING SECURITIES TRADING HOURS TO FINANCIAL TRUST RESEARCH PARTNERS. PROVIDES REVIEW AND GUIDANCE ON INVESTMENT RESEARCH. 2. LICENSED INSURANCE AGENT - RECOMMENDS INSURANCE PRODUCTS IN THE STATE OF FLORIDA 3. FT INSURANCE SERVICES, LLC. INSURANCE SERVICES - INVESTMENT-RELATED - MAJORITY OWNER - 10055 YAMATO ROAD, SUITE 103, BOCA RATON, FL 33498. INSURANCE AGENCY. START DATE 07/01/2025 MR. HAGE SPENDS 0 HOURS A MONTH AND DEVOTES 0 HOURS DURING SECURITIES TRADING HOURS TO FT INSURANCE SERVICES, LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-01
S63 Uniform Securities Agent State Law Examination 1989-10-13
  • S66 Uniform Combined State Law Examination
    2005-06-01
  • S63 Uniform Securities Agent State Law Examination
    1989-10-13
Other Names
  • Joe Hage

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