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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-26 |
| FL | RA | APPROVED | 2026-05-13 |
Branch Locations
3450 Clark Road, Sarasota, FL 34231 • United States
2130 Centrepark West Drive, West Palm Beach, FL 33409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wmb Partners | Miami | FL | 03/2016 | 04/2024 |
| National Life Group | Boca Raton | FL | 05/2024 | 05/2026 |
| Equity Services Inc | Montpelier | VT | 09/2025 | 05/2026 |
| Td Private Client Wealth Llc | Delray Beach | FL | 05/2026 | Present |
| Td Bank N.A. | Delray Beach | FL | 05/2026 | Present |
*FLOW CONSTRUCTION GROUP LLC, 605 SE 10TH ST, DEERFIELD BEACH, FL, 33441, ONGOING, NOT INV REL, 05/2024, PARTNER, GENERAL CONTRACTOR BUILDING NEW HOMES AND REMODELING, NOT DURING TRD/HRS, LESS THAN 2 HRS WK*THE TWINS REV LLC, 2516 NW. 23RD ST., BOCA RATON, FL, 33434, ONGOING, NOT INV REL, 07/2016, OWNER, HR AND BUSINESS MANAGEMENT CONSULTING, NOT DURING TRD/HRS, 0%*RAFAEL GREGORI POA, 2516 NW 23RD STREET, BOCA RATON, FL, 33434, ONGOING, INV REL, 01/01/2018, OVERSEE THE INVESTMENT OF FAMILY'S IND ACCTS AND TRUST ACCTS, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-06 |
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