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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| FL | RA | APPROVED | 2020-05-29 |
Branch Locations
4425 Military Trail Suite 110, Jupiter, FL 33458 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crabtree Nissan | New Rochelle | NY | 09/1985 | Present |
| The New England | Ft. Lauderdale | FL | 07/1990 | Present |
| Commonwealth Equity Services, Inc. | Palm Beach Gardens | FL | 01/1998 | Present |
1. FIXED INSURNACE SALES; CONDUCTED FROM THE BRANCH OFFICE; 5 HOURS PER WEEK; 40K PER YEAR; INVESTMENT RELATED. 2. GOLD LINK INVESTMENTS, LLC; MEMBER AND 50% OWNER; REAL ESTATE HOLDING COMPANY; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-06 |
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