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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-17 |
| FL | RA | APPROVED | 2025-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| K9 P.I., Inc. | Palm Beach Gardens | FL | 08/2016 | 10/2022 |
| Apo Financial Services, Inc. | Westminster | CO | 10/2022 | 06/2024 |
| Asset Protect One, Inc. | Westminster | CO | 10/2022 | 06/2024 |
| Singer Wealth Advisors Llc | Boca Raton | FL | 07/2024 | 11/2025 |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 11/2025 | Present |
| Liora Wealth Llc | Jupiter | FL | 12/2024 | 11/2025 |
| Sterling Contract Management | Jupiter | FL | 07/2021 | 09/2023 |
| Holiday Acres, Llc | Palm Beach Gardens | FL | 01/2021 | 03/2022 |
| Health Tech Distributors | Palm Beach Gardens | FL | 08/2020 | 07/2021 |
| Escape 60 Llc Dba Mindquest Escape Games | Palm Beach Gardens | FL | 02/2017 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
| S66 | Uniform Combined State Law Examination | 2008-04-21 |
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