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904 Se 5Th Avenue, Delray Beach, FL 33483 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sundial Wealth Llc | Boca Raton | FL | 09/2024 | Present |
| Alachua County Public Schools | Starke | FL | 06/2025 | 08/2025 |
| Crumbl Cookies | Orlando | FL | 03/2024 | 05/2024 |
| University Of Central Florida | Orlando | FL | 08/2023 | 04/2024 |
| Tomasso's Pizza And Subs | Boca Raton | FL | 04/2022 | 08/2023 |
| Publix Supermarkets | Boca Raton | FL | 02/2022 | 04/2022 |
| Boca Raton High School | Boca Raton | FL | 08/2019 | 05/2023 |
| Boca Raton Middle School | Boca Raton | FL | 08/2016 | 05/2019 |
| Unemployed | Orlando | FL | 05/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
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