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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
Branch Locations
4500 Pga Boulevard Suite 304A, Palm Beach Gardens, FL 33418 • United States
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Palm Beach Gardens | FL | 10/2016 | 05/2022 |
| Jewish Federation | Palm Beach County | FL | 05/2016 | 10/2016 |
| Pursuit Wealth Management, Llc | Palm Beach Gardens | FL | 05/2022 | Present |
| Cary Street Partners Investment Advisory Llc | Palm Beach Gardens | FL | 03/2026 | Present |
1) LICENSED INSURANCE AGENT - CAN EARN COMMISSION; ANY POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AT THE TIME OF THE RECOMMENDATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-15 |
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