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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Saint Augustine, FL • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
23 Rohde Avenue, Saint Augustine, FL 32084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolis Productions | Orlando | FL | 09/2010 | 07/2017 |
| 4Rivers Restaurant Group | Orlando | FL | 08/2017 | 06/2019 |
| Watson Realty Company | Saint Augustine | FL | 08/2019 | 02/2021 |
| Great Expectations Realty | Saint Augustine | FL | 02/2021 | Present |
| Ameri-Force | Jacksonville | FL | 05/2023 | 06/2024 |
1) Great Expectations Realty: Not Investment Related. Start date: 02/01/2021. Address: 105 S Ponce de Leon Blvd, St. Augustine, Florida 32084. Title: Broker-Associate/REALTOR. Duties: I am assisting buyers and sellers negotiate with other buyers and sellers of residential real estate to effect a sale for commission. Time spent during regular hours: 5%. 2) Uptown Attic Airbnb. Not Investment Related. Start date: 05/21/2021. Address: 23 Rohde Ave, St. Augustine, FL 32084. Title: Co-Owner with Spouse. Duties: Book, Manage, Collect Income and Clean Rental Property. Time spent during regular hours: 5%. 3) 3 Dimensional Wealth Advisory . Investment related. Start date: 07/31/2026. Address: 23 Rohde Avenue, St. Augustine, FL 32084. Title: Financial Advisor. Duties: Financial Advisor under 3D Wealth. Marketing, prospecting, sales and operations in this satellite "office.". Time spent during regular hours: 90%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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