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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-06 |
Branch Locations
1410 N Westshore Blvd #410, Tampa, FL 33607 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Sarasota | FL | 06/2019 | 12/2023 |
| Zinburger Wine And Bar | Boca Raton | FL | 08/2018 | 05/2019 |
| Axa Financial | Boca Raton | FL | 05/2018 | 08/2018 |
| Truefood | Boca Raton | FL | 03/2018 | 05/2018 |
| Drip Fit | Boca Raton | FL | 08/2017 | 12/2017 |
| Orange Theory | Boca Raton | FL | 05/2017 | 08/2017 |
| Bfs Capital | Coral Springs | FL | 01/2017 | 05/2017 |
| Prime Cigar | Boca Raton | FL | 10/2016 | 01/2017 |
| Gnc | Boca Raton | FL | 07/2016 | 03/2017 |
| Charles Schwab Bank, Ssb | Sarasota | FL | 06/2019 | 12/2023 |
| J.P. Morgan Securities Llc | Longboat Key | FL | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Longboat Key | FL | 12/2023 | Present |
| Briad Group | Boca Raton | FL | 11/2018 | 04/2019 |
| Insight Global | Boca Raton | FL | 06/2017 | 07/2017 |
| Hhc Florida Llc | Boca Raton | FL | 01/2018 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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