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Current Employers
Alliancebernstein L.P.

501 Commerce Street, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-03
  • FL RA
    APPROVED
    Since 2025-10-03

Branch Locations

777 South Flagler Drive, West Palm Beach, FL 33401 • United States

Lighthouse Point, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bessemer Trust Miami FL 06/2020 06/2025
Bernstein Private Wealth Management West Palm Beach FL 06/2025 Present
Student (High School And College) Chestnut Hill MA 06/2015 05/2020
  • 06/2020 → 06/2025
    Bessemer Trust
    Miami, FL
  • 06/2025 → Present
    Bernstein Private Wealth Management
    West Palm Beach, FL
  • 06/2015 → 05/2020
    Student (High School And College)
    Chestnut Hill, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-05
S65 Uniform Investment Adviser Law Examination 2025-08-28
  • S63 Uniform Securities Agent State Law Examination
    2025-09-05
  • S65 Uniform Investment Adviser Law Examination
    2025-08-28

View on SEC IAPD

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