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1061 E. Indiantown Road Suite 300, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-22 |
Branch Locations
1061 E. Indiantown Road Suite 300, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symmetry Financial Group | Winnetka | IL | 05/2021 | 11/2021 |
| Highland Park Police | Highland Park | IL | 03/2011 | 07/2021 |
| College Of Dupage | Glen Ellyn | IL | 12/2013 | 02/2022 |
| Coldwell Banker | Winnetka | IL | 03/2021 | 02/2022 |
| Equitable Advisors Llc | New York | NY | 12/2021 | 03/2023 |
| One + One Wealth Management, Llc | Jupiter | FL | 03/2023 | Present |
LICENSED INSURANCE AGENT WITH INSURANCE SALES THROUGH VARIOUS CARRIERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-30 |
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