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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-13 |
| FL | RA | APPROVED | 2022-06-09 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
601 Heritage Dr. Suite 214, Jupiter, FL 33458 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Palm Beach Gardens | FL | 02/2015 | 06/2022 |
| Lpl Financial, Llc | Palm Beach Gardens | FL | 06/2022 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 06/2022 | Present |
| Rossby Financial Llc | Melbourne | FL | 07/2026 | Present |
| Tribox Private Wealth | Palm Beach | FL | 07/2026 | Present |
Vice President; Palm Beach Atlantic Alumni, West Palm Beach, FL. Jan 1, 2024, not investment related. Board member. 4 hrs per month, 0hrs during trading. 2. Content Creator; Cash Flow Academy, online. Jan 1, 2024. Not investment related. Training and education. 5 hrs per month, 0hrs during trading. 3. Investment property, Costa Rica, 5/17/2023, Airbnb rental, 3 hrs per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-09 |
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