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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgepoint Investments Llc | Miami | FL | 08/2024 | 12/2024 |
| Ecp Solutions Llc | Carmel | IN | 07/2024 | 08/2024 |
| The Patterson Club | Fairfield | CT | 04/2022 | 09/2022 |
| Van Daalen Tennis Llc | North Miami | FL | 09/2022 | 06/2024 |
| Ap Tennis Llc | Stamford | CT | 05/2023 | 09/2023 |
| Unemployed | Rye | NY | 10/2021 | 04/2022 |
| Coveleigh Club | Rye | NY | 06/2020 | 10/2021 |
| Unemployed | Bal Harbour | FL | 12/2024 | 07/2026 |
| Limestone College | Gaffney | SC | 09/2018 | 05/2022 |
| Limestone College | Gaffney | SC | 09/2018 | 03/2020 |
| Future Stars | Old Westbury | NY | 06/2018 | 08/2018 |
| Limestone College | Gaffney | SC | 08/2017 | 05/2018 |
| Student | Bologna | 04/2015 | 01/2017 | |
| Student | Gaffeny | SC | 01/2017 | 08/2017 |
| Northwestern Mutual Investment Services Llc | Miami | FL | 08/2025 | 07/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2025 | 07/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2025 | 07/2026 |
| Morgan Stanley | Fort Lauderdale | FL | 07/2026 | Present |
*705499- PNM LLC; Investment related: Yes; Bal Harbour, Florida; Consulting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 20; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-02 |
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