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Palm Beach Gardens, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED_RES | 2022-03-31 |
| FL | RA | APPROVED | 2021-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 10/2015 | 12/2020 |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 01/2016 | 01/2020 |
| Springtru, Llc | Palm Beach Gardens | FL | 01/2021 | Present |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 12/2022 | 03/2026 |
1) SPRING TRU, LLC - 113 TRANQUILLA DR., PALM BEACH GARDENS, FL 33418; INVESTMENT RELATED; ADVISORY FIRM; FOUNDER/CEO; 90% OF TIME SPENT. 2) MOVE FORWARD BRAVELY, LLC - 113 TRANQUILLA DR., PALM BEACH GARDENS, FL 33418; INVESTMENT RELATED; EXECUTIVE COACHING FOCUS ON WOMEN & PROFESSIONAL, PERSONAL AND FINANCIAL SUCCESS; FOUNDER/CEO; 10% OF TIME SPENT. 3) CORPORATE & SECURITIES LAWYER - 113 TRANQUILLA DR., PALM BEACH GARDENS, FL 33418; NON-INVESTMENT RELATED; LAWYER; LESS THAN 1% OF TIME SPENT. 4) TRUMONEY, LLC - 113 TRANQUILLA DR., PALM BEACH GARDENS, FL 33418; NON-INVESTMENT RELATED; START DATE JANUARY 1, 2025; PERSONAL, PROFESSIONAL AND FINANCIAL EDUCATION; FOUNDER; 10 HOURS/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-06 |
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