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4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2025-11-13 |
| WA | RA | APPROVED | 2025-11-13 |
Branch Locations
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 07/2021 | 03/2022 |
| Seacrest Country Day School | Naples | FL | 08/2010 | 06/2017 |
| Boston College | Chestnut Hill | MA | 08/2017 | 05/2021 |
| Raymond James & Associates, Inc. | Boston | MA | 09/2022 | 11/2025 |
| Tribuiani Asset Management | Naples | FL | 04/2022 | 08/2022 |
| Evensky & Katz / Foldes Wealth Management | Coral Gables | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-30 |
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