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1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED_RES | 2024-11-06 |
Branch Locations
Port St. Lucie, FL • United States
2255 Glades Rd. Suites 319 And 324A, Boca Raton, FL 33431 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Boca Raton | FL | 03/2014 | 11/2019 |
| Ameriprise Financial Services, Inc | Boca Raton | FL | 11/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 03/2020 | 10/2024 |
| Aegis Capital Corp | Boca Raton | FL | 11/2024 | Present |
ACC AGENCY INC. 11305 WALT WHITMAN RD. STE 120 MELVILLE, NY 11747; INVESTMENT RELATED; GENERAL INSURANCE AGENCY; PRODUCER/AGENT; START DATE: 06-05-2025; 5-10 HOURS PER MONTH DEVOTED TO BUSINESS; 5-10 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-29 |
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