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300 Se 2Nd Street Suite 600, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
300 Se 2Nd Street Apt. 1010, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Coral Gables | FL | 12/2019 | 02/2020 |
| Bachelor & Associates Cpa | Coral Springs | FL | 08/2018 | 04/2019 |
| The Prudential Insurance Company Of America | Coral Gables | FL | 12/2019 | 02/2020 |
| Axa Advisors, Llc | Boca Raton | FL | 03/2020 | 07/2020 |
| Equitable Advisors, Llc | Boca Raton | FL | 03/2020 | 07/2020 |
| Portfolio Medics | Bonita Springs | FL | 06/2022 | 08/2022 |
| Mml Investors Services, Llc | Ft Lauderdale | FL | 04/2024 | 10/2024 |
| Massmutual Life Insurance Company | Ft Lauderdale | FL | 04/2024 | 10/2024 |
| Adp | Fort Lauderdale | FL | 08/2023 | 04/2024 |
| Tobias Financial Advisors | Plantation | FL | 08/2022 | 08/2023 |
| Qualcare Nurse Registry | Lauderhill | FL | 12/2019 | Present |
| Coastal Wealth | Fort Lauderdale | FL | 01/2021 | 07/2021 |
| Coral Springs Charter School | Coral Springs | FL | 08/2011 | 06/2019 |
| Florida International University | Miami | FL | 04/2019 | 12/2023 |
| Brickstone Financial | Margate | FL | 10/2024 | Present |
| Harvest Sbf | Fort Lauderdale | FL | 02/2025 | Present |
1) QualCare Nurse Registry: I am contracted part-time with QualCare Nurse Registry (investment-related), where since December 2019 I serve as the Controller. I handle monthly bookkeeping, accounts receivable, and billing/collections review and oversight. This work is performed remotely on a flexible schedule, typically evenings and weekends, averaging approximately 20 hours per month and no hours during trading. 2) QualCare Foundation: I serve as a Director of QualCare Foundation (non-investment-related), a non-profit organization providing assistance to senior citizens, since August 14, 2024. This role is honorary, with no ongoing duties or monthly hours at this time. 3) Brickstone Financial LLC: I am the owner of Brickstone Financial, LLC (investment-related), formed October 8, 2024. This entity is used solely as a pass-through for compensation. It involves no ongoing hours or operational duties. 4) Harvest Small Business Finance (Harvest SBF): I am employed as a Business Development Associate with Harvest Small Business Finance (investment-related), where I originate and develop SBA lending relationships. This role is separate from, and not affiliated with, Brickstone Financial, LLC D.B.A. Brickstone Advisors. My hours for this position are 80 hours monthly
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-28 |
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