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1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-07 |
Branch Locations
1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901 • United States
9026 Jefferson Hwy Suite 501, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grs Property Management, Llc | Lafayette | LA | 09/2004 | 10/2020 |
| New York Life Insurance Company | Baton Rouge | LA | 11/2020 | 07/2024 |
| Nylife Securities, Llc | Baton Rouge | LA | 06/2021 | 07/2024 |
| Proverbi Capital Advisors, Llc | Melbourne | FL | 05/2026 | Present |
| Tax & Retirement Solutions, Inc. | Baton Rouge | LA | 06/2024 | Present |
(1)Coldwell Banker Commercial ONE; Yes; Baton Rouge, LA; Real Estate- Coldwell Banker Commercial ONE is my broker; Real Estate Agent; 09/2008; 10/ HRS MO; 0/ HRS MO; Duties include those typical of real estate brokerage. (2)Tax & Retirement Solutions, Inc.; Yes; Baton Rouge, LA; Fixed Index Annuity Business; Insurance Agent; 06/2024; 80/ HRS MO; 80/ HRS MO; 50% of time spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-28 |
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