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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 09/2020 | 08/2021 |
| Ace Podiatry | Delray Beach | FL | 08/2006 | 12/2017 |
| Baptist Health South Hospital | Miami | FL | 12/2017 | 12/2018 |
| Boca Raton Podiatry And Sports Medicine Institute | Boca Raton | FL | 12/2018 | Present |
| Kencor Health | Palo Alto | CA | 08/2022 | 12/2023 |
| Planet Healthcare | Westlake | OH | 12/2023 | 11/2024 |
| Spreadwise | West Palm Beach | FL | 05/2025 | Present |
| Atlas | Wellington | FL | 08/2025 | Present |
1.) Mortgage Loan Officer with Hoot Home Loans; Investment-related; Start date: 6/18/2025; 0 hours during trading; 811 W 7th Street, Office No. 0923, Los Angeles, CA 90017. 2.) Owner of Boca Raton Podiatry and Sports Med Institute; Non-investment related; Start date: 5/20/2016; 0 hours during trading; 10303 N Andover coach Ln B2 Wellington, Fl 33449.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
| S66 | Uniform Combined State Law Examination | 2020-12-26 |
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