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2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-11 |
| NC | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Joseph's Medical Hospital | Yonkers | NY | 06/2018 | 01/2019 |
| Palisades Credit Union Park | Ramapo | NY | 05/2018 | 11/2018 |
| Favorite's Pizza | Buffalo | NY | 01/2018 | 05/2018 |
| State University Of New York At Buffalo Athletics | Buffalo | NY | 02/2016 | 05/2018 |
| Paramount Country Club | New City | NY | 05/2016 | 10/2019 |
| Unemployed | New City | NY | 02/2019 | 09/2019 |
| University At Buffalo | Buffalo | NY | 08/2015 | 05/2019 |
| Axa Advisors Llc | New York | NY | 10/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 10/2021 | 05/2026 |
| Ny State Contact Tracing | New City | NY | 12/2020 | 08/2021 |
| Mszk Llc | New City | NY | 12/2017 | 02/2020 |
| Bank Of America, N.A. | Cary | NC | 12/2021 | 05/2026 |
| Alpha Zero Llc | Boca Raton | FL | 05/2026 | Present |
I*3883274 Entity Type: Entity For Profit Name of OBA: Envision Prosperity MO, LLC and Envision Prosperity, LLC Address: Raleigh, North Carolina, 27603 Investment Related: No Position, Title, Association: Officer Employee Start Date: 01/12/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Description: Entity formed to invest in and manage rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
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