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10275 Collins Avenue #702, Bal Harbour, FL 33154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-30 |
| FL | RA | APPROVED | 2023-06-21 |
Branch Locations
10275 Collins Avenue #702, Bal Harbour, FL 33154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Boston | MA | 03/2010 | 04/2019 |
| Better Way Llc | Bal Harbour | FL | 04/2019 | Present |
As of May 14, 2025, I serve as President of the Harbour House Condominium Association in Bal Harbour, FL 33154. This role is expected to require approximately 5 to 10 hours per week and is a one-year term.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-15 |
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