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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-25 |
| CO | RA | APPROVED | 2025-11-07 |
| CT | RA | APPROVED | 2025-05-30 |
| MD | RA | APPROVED | 2025-05-28 |
| TX | RA | APPROVED_RES | 2025-05-04 |
| CA | RA | APPROVED | 2025-04-15 |
| NC | RA | APPROVED | 2025-01-21 |
| GA | RA | APPROVED | 2023-08-07 |
| IL | RA | APPROVED | 2023-08-07 |
| MT | RA | APPROVED | 2023-08-01 |
| NJ | RA | APPROVED | 2023-08-01 |
| NY | RA | APPROVED | 2023-08-01 |
| OH | RA | APPROVED | 2023-08-01 |
| WI | RA | APPROVED | 2023-08-01 |
| FL | RA | APPROVED | 2023-07-05 |
Branch Locations
999 Vanderbilt Beach Road Suite 102, Naples, FL 34108 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 05/2007 | 01/2018 |
| Aviance Capital Partners Llc | Naples | FL | 01/2018 | 06/2023 |
| Moors Cabot Inc | Naples | FL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2006-08-04 |
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