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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-08 |
Branch Locations
2255 Glades Road Suite 412E, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nordstrom | Boca Raton | FL | 12/2019 | 08/2020 |
| State Farm | Middletown | CT | 07/2017 | 06/2019 |
| Brescome Barton, Inc. | North Haven | CT | 02/2016 | 06/2017 |
| David Lerner Associates | Boca Raton | FL | 02/2021 | 02/2022 |
| Unemployed | Unemployed | CT | 06/2019 | 12/2019 |
| Unemployed | Unemployed | FL | 08/2020 | 02/2021 |
| Voya Financial Advisors, Inc. | Weston | FL | 03/2022 | 09/2023 |
| Equitable Advisors, Llc | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-26 |
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