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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
Branch Locations
100 Se 3Rd Avenue, Fort Lauderdale, FL 33394 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everbank Wealth Management | St. Louis | MO | 06/2011 | 09/2017 |
| Evertrade Direct Brokerage | St. Louis | MO | 09/2011 | 09/2017 |
| Bb&T | Fort Lauderdale | FL | 06/2018 | 01/2019 |
| Bb&T Securities, Llc. | Richmond | VA | 06/2018 | 12/2022 |
| Martorell Consulting | Big Pine Key | FL | 09/2017 | 06/2018 |
| Bb&T | Fort Lauderdale | FL | 01/2019 | 12/2022 |
| Truist Investment Services, Inc. | Fort Lauderdale | FL | 02/2021 | 12/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 12/2022 |
| Lpl Financial | West Palm Beach | FL | 03/2023 | 12/2025 |
| Bmo Private Bank - Wealth Management | West Palm Beach | FL | 12/2022 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2026 | Present |
| Cetera Investment Advisers Llc | Fort Lauderdale | FL | 04/2026 | Present |
| Regions Bank | Fort Lauderdale | FL | 03/2026 | Present |
1. REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS, AND CREDIT CARD APPLICATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-22 |
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