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2125 Biscayne Blvd. Suite 204 #27449, Miami, FL 33137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED_RES | 2026-08-06 |
Branch Locations
2125 Biscayne Blvd. Suite 204 #27449, Miami, FL 33137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Private Wealth, Llc | Palm Beach Gardens | FL | 08/2021 | Present |
| Northwestern Mutual | Altoona | PA | 11/2019 | 02/2021 |
| Pennsylvania State University | Altoona | PA | 05/2018 | 06/2021 |
| Chili's Franchise | Altoona | PA | 05/2021 | Present |
| Student | Altoona | PA | 05/2011 | 05/2018 |
| 1977 Wealth, Llc | Palm Beach Gardens | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-26 |
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