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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-18 |
| TX | RA | APPROVED_RES | 2022-01-18 |
Branch Locations
5355 Town Center Road Suite 800, Boca Raton, FL 33486 • United States
Wellington, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Bb&T Securities | Palm Beach | FL | 04/2016 | 03/2021 |
| Truist Investment Services, Inc. | Palm Beach | FL | 02/2021 | 01/2022 |
| Truist Advisory Services, Inc. | Palm Beach | FL | 03/2021 | 01/2022 |
| Rbc Capital Markets, Llc | Boca Raton | FL | 01/2022 | Present |
| City National Bank | Boca Raton | FL | 03/2022 | Present |
1) NAME OF ENTITY: East Marine Boats Inc. ADDRESS: 5401 North Haverhill Rd. Unit 125 West Palm Beach, FL 33414 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Inflatable boats manufacturing CAPACITY: Owner - Passive START DATE: 1/1/21 DUTIES: I set up the company for my two children who run the entire operation. I spend 2-4 hours per month reviewing the financial statements HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: Mazzo Properties LLC ADDRESS: 2221 Widener Ter, Wellington, FL 33414 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 02.06.25 CAPACITY: Owner DUTIES: My wife and I just created an LLC and are the sole owners of the LLC that holds investment properties. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: The Cove Dockominium Association ADDRESS: 1756 SE 3rd ct., Deerfield Beach, Florida, 33414 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: 15/05/2025 CAPACITY: Board of Directors DUTIES: I will assist on making decisions pertaining to the normal business activity of a small marina such as trash vendor selection, insurance selection and monthly bank statement review. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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