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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
Branch Locations
150 E Palmetto Park Road, Suite 500, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2021 | 11/2021 |
| Elite Health Services, Llc | Greenwich | CT | 06/2019 | 08/2019 |
| Kaster Moving Co. | Stamford | CT | 05/2018 | 08/2018 |
| Onward Search | Wilton | CT | 05/2017 | 08/2017 |
| Elon University | Elon | NC | 07/2016 | 06/2018 |
| Univeristy Of Miami | Miami | FL | 07/2018 | 05/2020 |
| Unemployed | Miami | FL | 06/2020 | 01/2021 |
| Wealthspire Advisors | Melville | NY | 01/2022 | Present |
| Innovative Health And Rehabilitation | Stamford | CT | 05/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-21 |
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