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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-11 |
Branch Locations
700 S. Rosemary Ave Suite 204, West Palm Beach, FL 33401 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boca Raton | FL | 10/2012 | 02/2019 |
| Raymond James Financial Services, Inc. | West Palm Beach | FL | 02/2019 | 06/2021 |
| Raymond James Financial Services Advisors, Inc. | West Palm Beach | FL | 02/2019 | 06/2021 |
| Ad Private Wealth Llc | West Palm Beach | FL | 02/2019 | 06/2021 |
| Advisory Services Network, Llc | Altanta | GA | 06/2021 | Present |
Variable & Life Insurance Agent 5 hours per month 0 during trading hours Start date 1998
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-04 |
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