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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2023-01-05 |
| SC | RA | APPROVED | 2023-01-05 |
| NJ | RA | APPROVED | 2023-01-03 |
| LA | RA | APPROVED | 2021-10-19 |
| TX | RA | APPROVED | 2020-03-24 |
| FL | RA | APPROVED | 2020-02-20 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Ft. Lauderdale | FL | 06/2016 | 05/2017 |
| Primerica Financial Services | Ft. Lauderdale | FL | 06/2016 | 05/2017 |
| Keiser University | Ft. Lauderdale | FL | 08/2015 | 07/2018 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 05/2017 | 01/2020 |
| Newbridge Securities Corporation | Boca Raton | FL | 01/2020 | Present |
INSURANCE: INSURANCE AGENT/INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-25 |
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