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4800 N. Federal Highway Suite 210-A, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-03 |
Branch Locations
4800 N. Federal Highway Suite 210-A, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Boca Raton | FL | 01/2015 | 08/2018 |
| Stony Brook University | Stony Brook | NY | 08/2018 | 12/2021 |
| Brown Harris Stevens Residential Management | New York | NY | 11/2021 | 03/2023 |
| Firstservice Residential | New York | NY | 03/2023 | 08/2024 |
| Guardian Life Insurance Company | New York | NY | 08/2024 | 07/2025 |
| Park Avenue Securities | New York | NY | 03/2025 | 07/2025 |
| Osaic Wealth, Inc. | Boca Raton | FL | 07/2025 | Present |
| Baron Silver Stevens Financial Advisors, Llc | Boca Raton | FL | 08/2025 | Present |
1) Insurance, Not investment-related; Guardian Life Insurance Co; Position: Agent; Start Date: 08/2024; Hours per month during trading hours: 0 hours; Description: Service existing life insurance policies. 2) Baron Silver Stevens Financial Advisors, LLC, Investment-related, Branch address, Position: Investment Adviser Representative, Start date-08/2025. 160 hours spent per month all during securities trading hours. 3) BARON SILVER STEVENS FINANCIAL ADVISORS LLC POSITION: Associate Wealth Advisor / Insurance NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/25/2025 ADDRESS: 4800 N. Federal Highway, Boca Raton FL 33431, United States DESCRIPTION: Licensed insurance. Investment advisor representative. 4) TRUCORDIA POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2026 ADDRESS: 2745 W 600 N Suite 500, Lindon UT 84042, United States DESCRIPTION: Facilitated employee benefit package that I still get commission trails for.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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