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Ft. Lauderdale, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walton Securities, Inc. | Scottsdale | AZ | 01/2011 | 11/2016 |
| Walton International Group (Usa) | Scottsdale | AZ | 01/2011 | 11/2016 |
| Unemployed | Tequesta | FL | 12/2016 | 01/2017 |
| Alt Fund Distributors Llc | Littleton | CO | 02/2017 | 10/2017 |
| Tocqueville Securities L.P. | New York | NY | 11/2017 | 04/2019 |
| Quasar Distributors, Llc | Tequesta | FL | 04/2022 | 11/2023 |
| Teramo Advisors | Tequesta | FL | 04/2022 | 11/2023 |
| Ei Capital Distributors, Llc | Vienna | VA | 04/2019 | 02/2020 |
| Everyincome | Vienna | VA | 02/2020 | 08/2020 |
| Eagle Private Equity | New York | NY | 08/2020 | 02/2022 |
| Unemployed | Tequesta | FL | 11/2023 | 07/2024 |
| Compass Securities Corporation | Braintree | MA | 07/2024 | Present |
| Kelly Park Capital | Tequesta | FL | 07/2024 | Present |
1) Kelly Park Capital: Investment Related; Tequesta, FL, Began 07/2024; Investment Strategies; Managing Director, Sales; Marketing the firms' investment strategies to financial advisors; 40 hrs/week during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-20 |
| S66 | Uniform Combined State Law Examination | 2001-11-01 |
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