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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-27 |
Branch Locations
6320 Lantana Road, Lake Worth, FL 33463 • United States
6535 Lake Worth Road, Lake Worth, FL 33467 • United States
412 Lucerne Avenue, Lake Worth, FL 33460 • United States
500 N. Congress Ave., Boynton Beach, FL 33426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Wellington | FL | 06/2016 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 06/2016 | 04/2017 |
| Wells Fargo Bank Na | Royal Palm Beach | FL | 05/2017 | 09/2022 |
| Wells Fargo Clearing Services, Llc. | Royal Palm Beach | FL | 05/2017 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach | FL | 10/2022 | 11/2023 |
| Bank Of America N.A. | West Palm Beach | FL | 10/2022 | 11/2023 |
| Pnc Investments Llc | Lake Worth | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-25 |
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