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220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-02-28 |
| IL | RA | APPROVED | 2025-01-30 |
| FL | RA | APPROVED | 2023-01-09 |
Branch Locations
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
2301 Glades Road, Boca Raton, FL 33431 • United States
Boca Raton, FL • 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 |
|---|---|---|---|---|
| Illuminating Solutions Llc | Delray Beach | FL | 05/2014 | 09/2025 |
| American Portfolios Financial Services, Inc. | Delray Beach | FL | 09/2016 | 07/2017 |
| Benchmark Financial Wealth Advisory Llc | Boca Raton | FL | 07/2017 | 12/2020 |
| Amerant Investments, Inc. | Coral Gables | FL | 12/2022 | Present |
| Backend Resolve | Boca Raton | FL | 12/2020 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-30 |
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