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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2025-11-12 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 02/2016 | 11/2016 |
| Affinity Plus | Roseville | MN | 12/2016 | 01/2017 |
| Wells Fargo Bank Na | Charlotte | NC | 05/2018 | 08/2020 |
| Wells Fargo Advisors, Llc | Charlotte | NC | 05/2018 | 05/2019 |
| Aerotek | Charlotte | NC | 04/2018 | 05/2018 |
| Pro Staff | Minneapolis | MN | 09/2017 | 10/2017 |
| Amazon | Minneapolis | MN | 01/2018 | 01/2018 |
| Self Employed | Minneapolis | MN | 12/2016 | 10/2017 |
| Self Employed - Primerica Financial Services - Sales | Charlotte | NC | 04/2007 | 11/2020 |
| Self Employed - Pfs Investments Inc. | Charlotte | NC | 11/2020 | 11/2020 |
| Red Ventures | Fort Mill | SC | 11/2017 | 10/2020 |
| Talent Bridge | Charlotte | NC | 11/2020 | 01/2021 |
| Self Employed - Assurance Iq | Charlotte | NC | 01/2021 | 02/2021 |
| Principal Life Insurance Company | Charlotte | NC | 04/2021 | 08/2021 |
| Principal Securities Inc | Charlotte | NC | 04/2021 | 08/2021 |
| Vanguard Marketing Corporation | Charlotte | NC | 10/2021 | 04/2022 |
| Self Employed - Assurance Iq | Charlotte | NC | 09/2021 | 10/2021 |
| Self Employed | Charlotte | NC | 01/2013 | 10/2025 |
| Wells Fargo Advisors, Llc | Charlotte | NC | 08/2022 | 11/2023 |
| Disys | Charlotte | NC | 07/2022 | 01/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2024 | 11/2024 |
| Tiaa | Charlotte | NC | 09/2024 | 11/2024 |
| Allegacy Fcu | Indian Trail | NC | 08/2024 | 08/2024 |
| Randstad | Charlotte | NL | 07/2024 | 07/2024 |
| Wells Fargo | Charlotte | NC | 01/2023 | 11/2023 |
| Morgan Stanley | Fort Lauderdale | FL | 10/2025 | Present |
| Encore Group | Boca Raton | FL | 02/2025 | Present |
*666967 - Encore Group; Investment related-No; Schiller Park, Illinois; Technology, Art/Culture ;Employee (proprietor, partner, officer, director, employee, trustee, agent);02/2025; During business hours: 0; After business hours: 40;Customer Service, Labor/Service *666975 - KNOWLEDGE AND ELEVATION, LLC; Investment related: Yes; coral springs, Florida; Art/Culture:Consulting:Retail/Online Stores:Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 15; Administrative:Customer Service:Labor/Service:Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-20 |
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