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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-04 |
| FL | RA | APPROVED | 2010-03-16 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
3251 Wedgewood Lane, The Villages, FL 32162 • 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 |
|---|---|---|---|---|
| Newbridge Securities | The Villages | FL | 12/2009 | Present |
1)MICHAEL L WHITAKER & ASSOC., LLC, (DBA): YES, IT IS INVESTMENT RELATED; THE VILLAGES, FL; INSURANCE, FINANCIAL SERVICES, FINANCIAL PLANNING AND INVESTMENT PRODUCTS; OWNER AND CHARTERED FINANCIAL CONSULTANT; 160 HOURS PER MONTH DEVOTED; STARTED MAY 2009; HOUR OF OPERATION ARE 8:30 AM TO 5:00 PM; SALES, RECRUITING AND MANAGING THE OFFICE. 2) HIGH STANDARD, LLC: 1/2015- OCALA, FL, OWNER, BUY/SELL HORSES, TRAIN/SHOW THEM. NOT INVESTMENT RELATED, CORPORATION, TIME SPENT ON THIS DURING REGULAR BUSINESS HOURS IS 0%. 3) HIGH STANDARDS 2, LLC; NOT INVESTMENT RELATED, OCALA, FL 34478; STARTED 02/15/2023 ONGOING - OWNER - HORSE BUSINESS AND WILL HOLD THE HORSES THAT I OWN (BUY/SELL); NOT INVOLVED IN DAY-TO-DAY OPERATIONS, GENERALLY DO THIS BUSINESS ON THE WEEKEND, 50% OWNER WITH WIFE SHANNON. 4) RENTAL PROPERTY: RESIDENTIAL HOME IN NORTH CAROLINA WILL BE HELD OUT AS RENTAL PROPERTY, HOMEOWNER/2017. NOT INVESTMENT RELATED, TIME SPENT ON THIS DURINNG REGULAR BUSINESS HOURS IS 5%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-04 |
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