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2637 Mc Cormick Drive Suite 101, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-11 |
Branch Locations
2637 Mc Cormick Drive Suite 101, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cathedral Prep High School | Elmhurst | NY | 09/2012 | 06/2017 |
| Baruch College | New York City | NY | 08/2017 | 12/2020 |
| Pax Wholesome Foods | New York City | NY | 06/2016 | 09/2016 |
| Axa Advisors/Carolyn Macias | New York City | NY | 08/2019 | 08/2020 |
| St. Mary & St. Antonious Coptic Orthodox Church Summer Camp | Ridgewood | NY | 08/2016 | 07/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2020 | 04/2021 |
| Fidelity Investments | Plainview | NY | 06/2021 | 07/2022 |
| Foreside Fund Services, Llc | Garden City | NY | 10/2022 | 02/2024 |
| Hilton Capital Management, Llc | Garden City | NY | 09/2022 | 02/2024 |
| Fisher Investments | Tampa | FL | 05/2024 | 02/2025 |
| The Holland Group, Retirement Wealth Advisors, Llc | Clearwater | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-22 |
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