Scott M. Silver
Professional summary
Scott Michael Silver is a registered financial professional currently at EPIC CAPITAL SECURITIES located in Boca Raton, Florida and PUENTE SERVICIOS FINANCIEROS LLC located in Davie , Florida.
Scott is registered as a RR (Registered Representative) and started their career in finance in 1993. Scott has worked at 14 firms and has passed the Series 63, Series 52TO, Series 57TO, SIE, Series 3, Series 55, Series 7, Series 27, Series 53, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Scott Michael Silver's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2018 - Present
EPIC CAPITAL SECURITIES
Office #1: 1951 Nw 19th Street Suite 203, Boca Raton, FL 33431Office #2: 1951 Nw 19th Street Suite 203, Boca Raton, FL 33431October 5, 2023 - Present
PUENTE SERVICIOS FINANCIEROS LLC
August 29, 2024 - Present
NORTHBOUND SECURITIES LLC
Office #1: 9736 Rennes Lane, Delrey Beach, FL 33446February 10, 2025 - Present
ELEVATION, LLC
Office #1: 6836 Carnegie Boulevard Suite 240, Charlotte, NC 28211June 4, 2025 - Present
WELLFLEET INVESTMENTS LLC
Office #1: 85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001October 5, 2023 - April 4, 2025
GROVE POINT INVESTMENTS, LLC
December 11, 2020 - February 11, 2025
BULL MARKET SECURITIES, INC.
January 9, 2018 - September 3, 2025
ACP SECURITIES, LLC
March 24, 2008 - October 31, 2017
TRADESTATION SECURITIES, INC.
May 31, 2001 - February 8, 2008
HUDSON SECURITIES,INC.
February 2, 1998 - June 1, 2001
APEX CLEARING CORPORATION
October 14, 1997 - February 2, 1998
NASH, WEISS & CO.
March 25, 1996 - October 14, 1997
NASH, WEISS & CO.
September 8, 1993 - February 16, 1996
SAPERSTON FINANCIAL INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 7/30/1999
Limited Representative-Equity Trader ExamFINRA
Current Firm
WELLFLEET INVESTMENTS LLC
CRD#: 18488 / SEC#: , 8-36769
Contact information
FINRA licenses (10 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BEGA, JEFFREY | PRESIDENT/FINANCE/COO/CFO/CCO/FINOP | |
| J.P. CAREY CAPITAL MARKETS LLC | OWNER | |
| PRIMAVERA, PATRICK JOSEPH | DIRECTOR | 3124567 |
Red Flags
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Company Information
WELLFLEET INVESTMENTS LLC
CRD#: 18488Boca Raton, FL 33431TRUST BUT VERIFY
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