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150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-03 |
| TX | RA | APPROVED | 2023-07-21 |
Branch Locations
150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Personal Financial Management | Boca Raton | CA | 08/2012 | 07/2023 |
| Fiduciary Family Office, Llc | Boca Raton | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-25 |
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