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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-16 |
Branch Locations
Fountain Square 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Plantation | FL | 08/2021 | 02/2023 |
| American Express | Plantation | FL | 09/2018 | 07/2021 |
| Carnival Cruise Lines | Miramar | FL | 10/2003 | 09/2018 |
| Wealth Investment Group | Sunrise | FL | 08/2021 | Present |
| Jean And Veneca Coulanges | Plantation | FL | 11/2015 | Present |
| Raymond James Financial Services Advisors, Inc. | Plantation | FL | 11/2021 | 02/2023 |
(1)Name of Business: Address: 223 SW 5th Ct, Deerfield Beach, FL, 33441, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/21/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own and operate rental units with lease tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-30 |
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