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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| NY | RA | APPROVED | 2026-08-20 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Brooklyn, NY • United States
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1261 Post Road, Fairfield, CT 06824-6072 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 03/2010 | 12/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 03/2010 | 12/2020 |
| Fidelity Investments | Fairfield | CT | 01/2021 | 08/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2026 |
| Facet | West Palm Beach | FL | 08/2026 | Present |
OBA-17626|OrgNmn:Blue Sky|Org Addr:11236,New York,US|OBA Nature:Real estate investing for rent|Invst Rel:Y|Title:CEO|Duties:Investing and managing rental properties.|StrtDt:01-11-21|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-08-29 |
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