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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trulieve | Orlando | FL | 09/2018 | 04/2019 |
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2023 | 08/2024 |
| Greenlight Consulting, Inc. | Orlando | FL | 06/2024 | 08/2024 |
| Fifth Third Bank | Winter Park | FL | 10/2021 | 10/2023 |
| Curaleaf | Orlando | FL | 04/2019 | 11/2019 |
| Arcview Capital, Llc | Brooklyn | NY | 04/2021 | 02/2023 |
| Fidelity Investments | Westlake | TX | 08/2024 | Present |
| Raninga Consulting, Inc. | Orlando | FL | 07/2014 | 10/2021 |
OBA-112527|OrgNmn:Greenlight Consulting, Inc.|Org Addr:Orlando,Florida,US|OBA Nature:Business Management Consulting|Invst Rel:N|Title:Manager|Duties:Manager for Business Management Consulting Services. I set schedules for farm employees. I also help with the inventory management of farm sup|StrtDt:06-01-24|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-23 |
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