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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-05 |
| NY | RA | APPROVED | 2024-04-09 |
| NC | RA | APPROVED | 2022-06-28 |
| TX | RA | APPROVED_RES | 2021-09-24 |
| FL | RA | APPROVED | 2020-01-27 |
Branch Locations
2130 Centrepark West Drive, West Palm Beach, FL 33409 • United States
3450 Clark Road, Sarasota, FL 34231 • 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 |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 05/2013 | 05/2016 |
| Pnc Investments | Pittsburgh | PA | 05/2016 | 08/2018 |
| Pnc Bank | Palm Beach | FL | 05/2016 | 08/2018 |
| Pnc | Palm Beach | FL | 06/2010 | 07/2018 |
| Churchill Management | Los Angeles | CA | 08/2018 | 08/2018 |
| Td Private Client Wealth Llc | West Palm Beach | FL | 12/2019 | Present |
| Td Bank N.A. | West Palm Beach | FL | 12/2019 | Present |
| Unemployed | Jupiter | FL | 08/2018 | 05/2019 |
| The Prudential Insurance Company Of America | West Palm Beach | FL | 05/2019 | 12/2019 |
| Pruco Securities, Llc | West Palm Beach | FL | 05/2019 | 12/2019 |
JG Aerial Imagery 914 Pompano Drive, Jupiter, FL 33458 Sole Proprietorship Owner Taking aerial pictures of real estate with drone $195/ shoot 3 hours per month on weekends start date- 10/1/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-06 |
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