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7777 Glades Rd. Suite 100, Boca Raton, FL 33434 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-04-23 |
| NJ | RA | APPROVED | 2012-05-18 |
| CA | RA | APPROVED | 2010-01-06 |
| FL | RA | APPROVED | 2009-11-12 |
Branch Locations
7777 Glades Rd. Suite 100, Boca Raton, FL 33434 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Freedman Financial Group, Llc | Wellington | FL | 02/1999 | Present |
| 401(K) Certified Investment Advisors, Llc | Boca Raton | FL | 08/2009 | Present |
1.) Independent Insurance Agent selling health and life insurance. 2.) 401K CRPA LLC; Not investment related; Boca Raton, FL; CEO/owner; 3/18/2021; 5 hrs. per month during trading hours; 15 hrs. total per month, Software development and sales. 3.) Caring for Solo Seniors, LLC; Not investment related; Boca Raton, FL; Life Needs Counselor & CEO/owner; 4/9/2024; 1 hr. per month during trading hours; 10 hrs. per month total /; Provide client and personal representative with day-to-day life needs administerial support and guidance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-05 |
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