Richard Eric Goldberg

Current Employers

Employment History

• 06/1992 → Present
  Principal Life Insurance Co
  Coral Springs, FL
• 06/1992 → Present
  Principal Securities Inc
  Coral Springs, FL
• 01/2001 → Present
  Crg Financial Group
  Coral Springs, FL
• 12/2025 → Present
  One Source Advisory, Llc
  Coral Springs, FL

Other Businesses

***GROUP BENEFITS. 03/2010, RECEIVES RENEWAL COMMISSIONS FOR DI AND DENTAL INSURANCE. ***OUTSIDE INSURANCE, BROKER, LIFE, LTC, DI, FIXED ANNUITIES, 2/24/14. ***CRG Financial Group; Not Investment Related; Coral Springs, FL; Owner; LLC established for tax purposes. No income, no employees.; Start Date: 01/01/2001; 0 hrs per month; 0 during trading hours. **INSURANCE POSITION: Financial Advisor NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2025 ADDRESS: 1750 N University Dr Ste 221, Coral Springs FL 33071-8900, United States DESCRIPTION: We will be working to refer business to DBG Financial Group, Inc to sell group health, ancillary and Medicare & individual health plans. They work with large national companies such as United and Aetna and then send the referral commission directly to me as a licensed agent. **ONE SOURCE ADVISORY, LLC (DBA) POSITION: Financial Advisor NATURE: Financial Strategies/Needs Analysis INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2025 ADDRESS: 1750 N University Dr Ste 221, Coral Springs FL 33071-8900, United States DESCRIPTION: One Source Advisory was established to work as a DBA for a group of advisors and Property & Casualty Insurance providers to market their practice es to each other's client bases and work together to provide enriched solutions to their clients and work together a team.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-14
• S63 Uniform Securities Agent State Law Examination
  1992-09-11

Designations