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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-23 |
Branch Locations
Yamato Office Center 999 Yamato Road, Suite 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | New York | NY | 07/2019 | 02/2023 |
| Mml Investors Services | New York | NY | 07/2019 | 02/2023 |
| Pennsylvania State University | University Park | PA | 08/2015 | 05/2019 |
| Lenox Advisors | New York | NY | 07/2019 | 02/2023 |
| Park Avenue Securities Llc | Paramus | NJ | 06/2018 | 05/2019 |
| Guardian Life Ins Co Of America | Paramus | NJ | 06/2018 | 05/2019 |
| Raymond James Financial Services, Inc. | Boca Raton | FL | 02/2023 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | Boca Raton | FL | 02/2023 | 05/2024 |
| Fortuna Wealth | Boca Raton | FL | 02/2022 | 05/2024 |
| Nave Capital Llc | Boca Raton | FL | 03/2022 | 05/2024 |
| Nsw Capital Llc | Officer - Ceo | FL | 03/2023 | 05/2024 |
| Oppenheimer & Co. Inc. | Boca Raton | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-09 |
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