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515 N. Flagler Drive Suite 350, West Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-08 |
Branch Locations
515 N. Flagler Drive Suite 350, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larosa's Italian Café & Bar | Andover | MA | 08/2025 | Present |
| Brown Brothers Harriman & Co. | Boston | MA | 07/2024 | 12/2024 |
| Student | Boston | MA | 09/2020 | 06/2022 |
| Riverside Wealth Management / Palm Beach Private | West Palm Beach | FL | 06/2023 | 11/2023 |
| John Hancock Life Insurance Company (U.S.A.) | Boston | MA | 07/2022 | 12/2022 |
| Student | Danvers | MA | 09/2016 | 08/2020 |
| Student | Boston | MA | 01/2023 | 05/2023 |
| Student | Boston | MA | 12/2023 | 06/2024 |
| Student | Boston | MA | 01/2025 | 05/2025 |
Business Name: LaRosa's Italian Café & Bar Investment Related: No Address: 7 Barnard St Andover, MA 10810 Nature of Business: Restaurant Position: Service Staff (non-managerial) Relationship: Employee Start Date: September 5th, 2025 Description: Non-financial, non-managerial restaurant employment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-08 |
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