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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
Branch Locations
Bonita Springs, FL • United States
5811 Pelican Bay Boulevard Suite 302, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Naples | FL | 05/2016 | 05/2018 |
| Unemployed | Naples | FL | 06/2018 | 10/2019 |
| Lpl Financial, Llc | Naples | FL | 11/2019 | 04/2022 |
| First Foundation Advisors | Irvine | CA | 04/2022 | 06/2023 |
| Ameriprise Financial Services, Llc | Naples | FL | 03/2024 | 04/2025 |
| Unemployed | Naples | FL | 07/2023 | 03/2024 |
| Guardian Life Insurance Company | Naples | FL | 04/2025 | Present |
| Park Avenue Securities | Naples | FL | 04/2025 | Present |
| Guardian Life Insurance Company | Bonita Springs | FL | 04/2025 | Present |
| Park Avenue Securities | Bonita Springs | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-23 |
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