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10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-26 |
Branch Locations
11834 Cr 101, Suite 203, The Villages, FL 32162 • United States
10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2019 | 03/2024 |
| Us Bank | Santa Barbara | CA | 01/2017 | 03/2019 |
| Guaranteed Rate | Los Angeles | CA | 05/2016 | 01/2017 |
| Alexander Capital | Red Bank | NJ | 03/2024 | Present |
1) allididwasme (All I Did Was Me) - Sole Proprietor - Non- Investment related - Mindset and Performance Coaching, Music Projects (writing/production) - 2 hours per week 2) Niccole Palacios Insurance Agent = So Proprietor - Sole Owner - Fixed annuity & Insurance Sales - Non investment related - Less than 2 hours per week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-15 |
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