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400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-12 |
Branch Locations
255 South Orange Ave Suite 500, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | The Villages | FL | 02/2008 | 03/2019 |
| Charles Schwab Bank | The Villages | FL | 08/2009 | 03/2019 |
| Northcoast Asset Management | Orlando | FL | 04/2019 | 10/2021 |
| Quasar Distributors, Llc | Milwaukee | WI | 12/2019 | 06/2024 |
| Connectus Wealth | Greenwich | CT | 11/2021 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Orlando | FL | 06/2024 | Present |
1.) NorthCoast Asset Management; Orlando, FL; Investment related; Started 04/15/2019; Advisor; Senior Vice President; Financial Advisor for client; wealth planning, portfolio advise investment strategies; 50 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-10 |
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