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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-10 |
Branch Locations
2255 Glades Road Suite 412E, Boca Raton, FL 33431 • United States
Coral Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Coral Springs | FL | 04/2017 | 07/2017 |
| Mass Mutual Life Insurance Company | Ft Lauderdale | FL | 03/2018 | 08/2018 |
| Mml Investors Services | Ft Lauderdale | FL | 03/2018 | 08/2018 |
| The School District Of Palm Beach County | Palm Beach | FL | 08/2017 | 12/2017 |
| Securian Financial Services Inc. | St. Paul | MN | 08/2018 | 05/2019 |
| Evershore Financial Group | Boca Raton | FL | 08/2018 | 05/2019 |
| Financial Of America | Boca Raton | FL | 09/2016 | 03/2017 |
| Unemployed | Coral Springs | FL | 11/2014 | 08/2016 |
| Wells Fargo Bank, Na | Coral Springs | FL | 06/2019 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Coral Springs | FL | 06/2019 | 09/2021 |
| Equitable | Miami | FL | 01/2022 | Present |
| Equitable Advisors, Llc | New York | NY | 02/2022 | Present |
| Unemployed | Coral Springs | FL | 10/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-29 |
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