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7284 W Palmetto Pk Rd Suite 108, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-26 |
| FL | RA | APPROVED | 2018-08-23 |
Branch Locations
7284 W Palmetto Pk Rd Suite 108, Boca Raton, FL 33433 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Oppenheimer & Co. Inc.` | Boca Raton | FL | 11/2017 | Present |
| Sky Alpha Asset Advisors Llc | Boca Raton | FL | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-27 |
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