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7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
| FL | RA | APPROVED | 2024-10-02 |
Branch Locations
7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2014 | 09/2024 |
| Palm Wealth Partners | Boca Raton | FL | 09/2024 | Present |
1.) INSURANCE SALES THROUGH VARIOUS CARRIERS - BOCA RATON, FL., PRESIDENT, LEAD MEETINGS, ENCOURAGE MEMBERSHIP. PREPARE AND CREATE SOCIAL EVENTS TO MEET AT, CONSIDER VARIOUS EVENTS THAT WILL RAISE AWARENESS OF OUR CHAPTER MISSION. 04/07/2017, APPROX 2 HR/MO. - 2.) BOCA MASTERMIND NETWORKING GROUP, MEMBER, BOCA RATON, FL., APPROX 3 HR. MO. - LOCKED ON PANTHERS PODCAST, CONTRACTOR SINCE 10/2019, APPROX 1 HRS/MO. - POA FOR BROTHER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-13 |
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