GL
George I. Landa
PROATHLETE WEALTH MANAGEMENT LLC
Boca Raton, FL 33431
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CRD#: 2948435
GL
Professional summary
George Igor Landa is a registered financial advisor currently at PROATHLETE WEALTH MANAGEMENT LLC located in Boca Raton, Florida and PEAK BROKERAGE SERVICES, LLC located in Boca Raton, Florida.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. George has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) PROATHLETE FINANCIAL GROUP, INC., INVESTMENT RELATED BOCA RATON, FL OWNER START DATE 1/1997 APPROXIMATELY 2 HRS PER MONTH ZERO DURING TRADING HOURS. FIXED INSURANCE BUSINESS*** (2) AMERICAN BUSINESS GENERAL AGENT, NON INVESTMENT RELATED, NEW YORK NY ,LIFE INSURANCE, INSURANCE AGENT,START DATE 09/1997, 12 HOURS/MONTH, NONE DURING TRADING HOURS,LIFE INSURANCE AGENT. (3) PROATHLETE BUSINESS MANAGEMENT, SERVICES OFFERED TO PBM CLIENTS INCLUDE Guidance on budgeting and cash management issues; General bookkeeping and expense reconciliation; Personal financial guidance on matters such as, but not limited to: Housing arrangements, Vehicle acquisitions / dispositions, Non-security and non-investment related purchases, leases, and dispositions; Assistance with relocation logistics; Guidance on branding; and/or Guidance on business management, Owner, BOCA RATON, FL, 8-15 HRS PER MONTH ALL DURING TRADING HRS., NOT INVESTMENT RELATED. (4) ProAthlete Wealth management; RIA; Clients' Asset Management.
CRS (Client Relationship Summary) - RIA
Click below to view George Igor Landa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 23, 2022 - Present
PROATHLETE WEALTH MANAGEMENT LLC
Office #1: 4401 N. Federal Highway Suite 201, Boca Raton, FL 33431RIA
CRD#: 317372
Boca Raton, FL
Current
March 28, 2022 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 4401 N Federal Hwy Suite 201, Boca Raton, FL 33431BD
CRD#: 157045
Boca Raton, FL
Past
May 2, 2014 - March 28, 2022
B. RILEY WEALTH ADVISORS, INC.
RIA
CRD#: 115927
BOCA RATON, FL
Past
November 22, 2013 - March 28, 2022
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
BOCA RATON, FL
Past
July 18, 2005 - May 6, 2014
ASSET & FINANCIAL PLANNING, LTD
RIA
CRD#: 110709
BOCA RATON, FL
Past
August 3, 1998 - November 22, 2013
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
BOCA RATON, FL
Past
September 25, 1997 - June 25, 1998
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PROATHLETE WEALTH MANAGEMENT LLC
PROATHLETE WEALTH MANAGEMENT LLC
CRD#: 317372 / SEC#: 801-123310
RIA
Registered Investment Advisory firm - (2/24/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/28/2022)
RR
District of Columbia(3/28/2022)
RR
Florida(3/28/2022)
IAR
Florida(4/8/2022)
RR
Illinois(3/28/2022)
RR
Missouri(11/14/2023)
RR
Nevada(3/28/2022)
IAR
Nevada(12/26/2023)
RR
New York(3/28/2022)
RR
Pennsylvania(3/28/2022)
IAR
Texas(3/23/2022)
RR
Virginia(3/28/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PROATHLETE WEALTH MANAGEMENT LLC
PROATHLETE WEALTH MANAGEMENT LLC
CRD#: 317372 / SEC#: 801-123310
RIA
Registered Investment Advisory firm - (2/24/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4401 N. Federal Highway, Suite 201, Boca Raton, FL 33431
Mailing Address
Phone number
(561) 988-5540
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 143 |
| AUM (Assets Under Management) | $ 312,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/16/2025 | ||
| 08/14/2024 |
Red Flags
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Company Information
PROATHLETE WEALTH MANAGEMENT LLC
CRD#: 317372Boca Raton, FL 33431TRUST BUT VERIFY
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Contact information
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