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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED | 2023-07-05 |
Branch Locations
1480 Greenview Shores Blvd., Wellington, FL 33414 • United States
2959 N. Military Trail, West Palm Beach, FL 33409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costco Wholesale | Tallahassee | FL | 11/2014 | 12/2018 |
| Sandy James Fine Foods | West Palm Beach | FL | 12/2017 | 12/2019 |
| New York Life | Palm Beach Gardens | FL | 11/2019 | 09/2020 |
| Unemployed | Royal Palm Beach | FL | 10/2020 | 03/2021 |
| Nylife Securities Llc | Sunrise | FL | 06/2021 | 06/2023 |
| The Bridge Group | Boca Raton | FL | 04/2021 | 05/2022 |
| The Bridge Group, Inc. | Boca Raton | FL | 05/2022 | 06/2023 |
| J.P. Morgan Securities Llc | Wellington | FL | 06/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Wellington | FL | 06/2023 | Present |
| Eagle Strategies Llc | Sunrise | FL | 03/2022 | 06/2023 |
| Nylife Securities Llc | Sunrise | FL | 09/2021 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
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