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300 S. Pine Island Rd. Suite 305, Plantation, FL 33324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-22 |
| TX | RA | APPROVED | 2024-05-10 |
Branch Locations
300 S. Pine Island Rd. Suite 305, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc. | New York | NY | 07/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2016 | 04/2017 |
| Availity, Llc | Jacksonville | TX | 04/2017 | 09/2017 |
| Unemployed | Jacksonville | TX | 10/2017 | 12/2017 |
| Hci Group | Jacksonville | TX | 01/2018 | 04/2018 |
| Mclane Company, Inc. | Austin | TX | 10/2019 | 06/2020 |
| Mclane Company, Inc. | Los Angeles | CA | 05/2018 | 06/2020 |
| Lendfriend Home Loans | Austin | TX | 10/2021 | 02/2023 |
| Lendfriend Home Loans | Austin | TX | 06/2020 | 02/2023 |
| Mortgage Austin | Austin | TX | 02/2023 | 12/2023 |
| Opentext | Austin | TX | 12/2023 | 01/2025 |
| Actitrust Wealth Management Llc | Austin | TX | 05/2024 | Present |
| Jet|Fly Aviation | Boca Raton | FL | 02/2025 | Present |
1. Jet Fly Aviation; Senior Sales Advisor; Investment related: No; 90 Via Floresta Dr Boca Raton FL 33487; Jet Fly Aviation offers luxury private jet services and aircraft management; Consulting on chartering, acquisitions, management, and personalized travel solutions; Start date with business: 2025-02-10; Hours per month devoted to business during trading hours: 35; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 90; Website address for the organization: https://jetflyaviation.co/.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-20 |
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