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Jupiter, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-11 |
Branch Locations
Jupiter, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-11 |
Branch Locations
Palm Beach Gardens, FL • 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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Palm Beach | FL | 04/2015 | 01/2019 |
| Acadient, Inc | Waltham | MD | 12/2013 | 06/2018 |
| Unemployed | Palm Beach Gardens | FL | 01/2019 | 10/2019 |
| Foresight Financial Advisory Llc | Palm Beach Gardens | FL | 11/2019 | Present |
| Freedom Family Office, Llc | New York | NY | 12/2020 | Present |
1) Foresight Financial Advisory, investment related, Palm Beach Gardens, FL, Registered Investment Adviser, President/Managing Member/CCO/IAR, Start Date 11/2019, approximately 10 hours/month devoted to this business with the majority during securities trading hours 3) Freedom Family Office, LLC, investment related, New York, NY, Registered Investment Adviser, Investment Adviser Representative, Start Date 12/2020, approximately 140 hours/month devoted to this business with the majority during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-11 |
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