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405 Fifth Avenue South Suite 7, Naples, FL 34102-6515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
| ME | RA | APPROVED | 2026-01-20 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
405 Fifth Avenue South Suite 7, Naples, FL 34102-6515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Hartford | CT | 04/2015 | 11/2016 |
| Santander Securities | San Juan | PR | 02/2017 | 04/2018 |
| Ibn Advisory Services/Ibn Financial Services | Liverpool | NY | 05/2018 | 08/2023 |
| Ifp Securities/Independent Financial Partners | Tampa | FL | 08/2023 | 08/2025 |
| Ten Seven Capital, Inc | Sarasota | FL | 05/2018 | Present |
| Ten Seven Capital Inc. | Sarasota | FL | 08/2025 | Present |
(1) Independent insurance agent (2) Founder of Crypto Collaborative, a consulting initiative operated under Ten Seven Capital. Crypto Collaborative provides cryptocurrency-related consulting services to financial professionals, including wealth managers, advisors, broker-dealers, family offices, and financial services firms. (3) Twin Shores Financial - a holding company with no current business operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-15 |
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