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8151 Peters Road Suite 3200, Plantation, FL 33324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-14 |
Branch Locations
8151 Peters Road Suite 3200, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Plantation | FL | 03/2022 | Present |
| A Life Well Spent & Charpentier Wealth Strategies | Remote | CA | 03/2021 | 09/2021 |
| Lincoln Financial Advisors | Remote | CA | 01/2021 | 03/2021 |
| Aig | Brickell | FL | 10/2019 | 12/2020 |
| Imarketslive | Remote | FL | 06/2017 | 07/2019 |
| Rewards Network | Hollywood | FL | 10/2016 | 07/2017 |
| Miami Dade College | Miami | FL | 08/2015 | 05/2019 |
| Florida International University | Miami | FL | 06/2019 | 12/2021 |
| Mg&A Wealth | Plantation | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
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