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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-16 |
| FL | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED_RES | 2024-03-09 |
Branch Locations
1710 Sw Gatlin Blvd, Port St Lucie, FL 34953 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aquilex, Inc. / Cwco | Coral Springs | FL | 11/2007 | 07/2018 |
| Vital Financial Group | Sunrise | FL | 07/2018 | 10/2019 |
| Northwestern Mutual Investment Services, Llc | West Palm Beach | FL | 09/2019 | 09/2021 |
| Centurion Finanical Group, Llc | Coral Springs | FL | 07/2019 | 09/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2019 | 09/2021 |
| The Pnc Financial Services Group, Inc. | Lake Worth | FL | 10/2021 | 02/2024 |
| J.P. Morgan Securities Llc | Port St Lucia | FL | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Port St Lucia | FL | 03/2024 | Present |
| Pnc Investments | Lake Worth | FL | 10/2021 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-07 |
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