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4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-20 |
| TX | RA | APPROVED | 2025-08-07 |
Branch Locations
Palm Beach Gardens, FL • United States
4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spanish River Christian School | Boca Raton | FL | 08/2017 | 08/2018 |
| Lpl Financial, Llc | Boynton Beach | FL | 07/2018 | 05/2023 |
| Christ Fellowship Church | Palm Beach Gardens | FL | 08/2016 | 06/2017 |
| Stratos Wealth Partners, Ltd | Boynton Beach | CA | 07/2020 | 08/2020 |
| Merit Financial Group, Llc | Boynton Beach | FL | 09/2020 | 05/2023 |
| Agile Retirement Management / Strategic Financial Concepts | Palm Beach Gardens | FL | 05/2023 | 08/2025 |
| Align Financial, Llc | 15824 76Th Trail North | FL | 08/2025 | Present |
1. 07/09/2020 - Notary - State of Florida - inv rel - start: 07/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
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