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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED_RES | 2026-06-08 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Facet | West Palm Beach | FL | 06/2026 | Present |
| Gulf Coast Advisory Group, Llc | Nokomis | FL | 07/2010 | 10/2016 |
| Raymond James Financial Services, Inc. | Nokomis | FL | 07/2015 | 10/2016 |
| Fidelity Brokerage Services Llc | Sarasota | FL | 10/2016 | 01/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 09/2018 | 09/2023 |
| Davidson Capital | Davidson | NC | 01/2017 | 09/2018 |
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 09/2023 | 05/2026 |
1. Florida Real Estate License through the Florida Board of Realtors. Organization's primary address is in Miami Beach, FL. Organization is not primarily engaged in investment-related activity. Start date was January 10, 2005. One hour per month. Duties include buying and selling real estate for personal use only. 2. North Carolina Real Estate License through the North Carolina Board of Realtors. Organization's primary address is in Raleigh, NC. Non investment-related. Start date: June 1, 2019. One hour per month. Duties include buying and selling real estate for personal use only. 3. Mint Hill Women's Club. Not investment related. Non-Profit Women's Club providing social services to the needy, volunteering in the community, fundraising to provide college scholarships to Mint Hill, NC residents. Position is Board member. Start Date: May 1, 2026. 2 hours per month, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-04 |
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