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1ST DISCOUNT BROKERAGE, INC.

LAKE WORTH, FL · CRD 39164 · IAPD ↗ · 561-515-3200

$131.4MRegulatory AUM
8Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
10States
12Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — 1ST DISCOUNT BROKERAGE, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
December 2025 — 1ST DISCOUNT BROKERAGE, INC. notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2025 — 1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH, FL) is newly SEC-registered with $108.1M RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.