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4800 T-Rex Ave Suite 100, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-20 |
Branch Locations
4800 T-Rex Ave Suite 100, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sweetfrog Premium Frozen Yogurt | Jupiter | FL | 09/2018 | 10/2022 |
| Ihop | Jupiter | FL | 10/2022 | 07/2023 |
| Ihop | Deerfield Beach | FL | 07/2023 | Present |
| Florida Financial Advisors | Miami | FL | 03/2025 | 06/2025 |
| Atlas Financial Advisors | Boca Raton | FL | 11/2025 | Present |
| Zeus Financial | Boca Raton | FL | 01/2026 | Present |
| Independence Middle School | Jupiter | FL | 01/2016 | 09/2018 |
IHOP; not investment-related; 516 S Federal Hwy, Deerfield Beach, FL 33441; Nature is 24-hour diner; I am an Employee; My title is Server; Start date: 07/2023; Approximate Number of hours/month: 30; 0 of those hours during trading hours; Job duties: Great, serve, and cash out customers Atlas Financial Advisors; yes investment related; 4800 T Rex Ave St. 100, Boca Raton, FL 33431; In the business of Investment Advisory Firm; Position: Client Success and Operations Specialist; Start date:11/2025; Devote about 160 hrs/month; 160 of those hours during trading hours; I handle client onboarding, answering phones, filing paperwork Zues Financial; yes investment related; 4800 T Rex Ave St. 100, Boca Raton, FL 33431; In the business of Broker Dealer; Position: Executive Assistant; Start Date: 01/2026; Devote about 20 hours a month; 20 of these hours during trading hours; I provide administrative support to CEO including preparing for meetings, and monitoring emails
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-04 |
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