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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-19 |
| NJ | RA | APPROVED | 2025-05-06 |
Branch Locations
114 Turner Street, Clearwater, FL 33756 • United States
1301 Highway 36 Suite 102, Hazlet, NJ 07730 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2015 | 08/2021 |
| Fs Investment Solutions, Llc | Philadelphia | PA | 11/2021 | 05/2022 |
| Ameriprise Financial Services, Llc | New York | NY | 07/2022 | 09/2024 |
| Indivisible Partners Llc | Clearwater | FL | 05/2025 | Present |
| Sanwealth Partners, Llc | Hazlet | NJ | 02/2025 | Present |
| Unemployed | Holmdel | NJ | 10/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-30 |
| S66 | Uniform Combined State Law Examination | 2007-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-29 |
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