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7280 W. Palmetto Park Road Suite 201N, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-13 |
| NC | RA | APPROVED | 2019-08-20 |
| FL | RA | APPROVED | 2017-11-17 |
Branch Locations
7280 W. Palmetto Park Road Suite 201N, Boca Raton, FL 33433 • United States
2 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 |
|---|---|---|---|---|
| Ehrlich Financial Group Inc. | Boca Raton | FL | 01/1997 | Present |
| Retirement Wealth Advisors | Boca Raton | FL | 01/2016 | 10/2017 |
| Secure Wealth, Inc. | Boca Raton | FL | 10/2017 | Present |
| Howard Capital Management, Inc. | Roswell | GA | 07/2019 | Present |
| Wealth Watch Advisors, Llc | Englewood | CO | 07/2019 | 05/2020 |
Ehrlich Financial Group D/B/A Secure Wealth Planning Group;7280 W Palmetto Park Rd Suite 201N, Boca Raton, FL 33433; Started 01/1997; Insurance Sales; owner/president; Independently sell life insurance and annuities. Dedicates 40 hours per week during trading hours. Howard Capital Management, Inc.; Investment Related; Roswell, GA; Solicitor; Start Date 07/2019; Hours dedicated: 20/month (20/month during trading hours); Submitting client data for analysis used to prepare financial plans/third party money manager name; Ehrlich Financial Group investment-related; No address; 7280 W. Palmetto Park RD STE 201N Boca Raton FL 33433 nature business; life insurance, tax strategy referrals. Paid for introductions and commissions for life insurance position; President start date; 2009-10-18 hours/month devoted to business; 1 hours devoted to business during securities trading hours; 1 name; Epic Notes Inc investment-related; No address; 7280 W. Palmetto Park Rd STE 201N Boca Raton FL 33433 nature business; a platform for RIA's and institutions to track and allocate customized callable market income linked notes. position; CEO start date; 2024-12-18 hours/month devoted to business; 1 hours devoted to business during securities trading hours; 1
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 2000-07-13 |
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