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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 | 2025-09-19 |
Branch Locations
360 South Rosemary Avenue Suite 1430, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Danon Capital Llc | Rye Brook | NY | 03/2019 | 11/2020 |
| Garnet Group | New York | NY | 05/2013 | 02/2019 |
| Jpmorgan Securities Llc | New York | NY | 11/2020 | 04/2022 |
| Jpmorgan Chase Bank Na | New York | NY | 11/2020 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 04/2022 | 08/2025 |
| Regions Bank | West Palm Beach | FL | 09/2025 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | West Palm Beach | FL | 09/2025 | Present |
1.) REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS, AND CREDIT CARD APPLICATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-28 |
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