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665 S.E. 10Th Street Suite 202, Deerfield Beach, FL 33441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-10-01 |
| FL | RA | APPROVED | 2003-04-07 |
Branch Locations
665 S.E. 10Th Street Suite 202, Deerfield Beach, FL 33441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Financial Group, Inc. | Lighthouse Point | FL | 10/1984 | 04/2024 |
| Wharton School Of Business | Philadelphia | PA | 01/1999 | 04/2022 |
| Compass Financial Group, Inc. | Deerfield Beach | FL | 05/2024 | 12/2025 |
| Compass Financial Group, Inc. | Deerfield Beach | FL | 01/2026 | Present |
Jay Shein is the Author of books and publications for CCH - a Wolters Kluwer business and receives book royalties for respective sales. Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-14 |
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