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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| FL | RA | APPROVED | 2026-03-04 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fresh Bread Investments, Llc | Weston | FL | 07/2025 | 08/2025 |
| Chase Bank | Weston | FL | 02/2024 | 07/2025 |
| Broward College | Fort Lauderdale | FL | 08/2022 | 12/2024 |
| Hobby Lobby | Pembroke Pines | FL | 08/2020 | 01/2024 |
| Unemployed | Pembroke Pines | FL | 02/2020 | 08/2020 |
| Panera Bread | Pembroke Pines | FL | 09/2019 | 02/2020 |
| West Broward High School | Pembroke Pines | FL | 07/2015 | 08/2019 |
| Calton & Associates, Inc. | Tampa | FL | 10/2025 | 02/2026 |
| Morgan Stanley | Aventura | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
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