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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| FL | RA | APPROVED | 2022-10-25 |
Branch Locations
1445 Tuscawilla Rd, Winter Springs, FL 32708 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 06/2015 | 12/2016 |
| American Prosperity Group | Pompton Plains | NJ | 06/2015 | 05/2019 |
| Alexandre Maltez Independent Insurance | Wayne | NJ | 12/2013 | 07/2019 |
| Usa Financial Securities | Ada | MI | 01/2017 | 06/2018 |
| Corecap Investments, Inc | Riverdale | NJ | 11/2018 | 05/2019 |
| Corecap Advisors | Riverdale | NJ | 07/2018 | 05/2019 |
| Newbridge Securities Corporation | Winter Park | FL | 08/2019 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Deland | FL | 08/2022 | Present |
| Bank Of America, N.A. | Deland | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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