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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
| FL | RA | APPROVED | 2020-01-02 |
Branch Locations
1300 Concord Terrace 5Th Floor, Sunrise, FL 33323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Altamonte Springs | FL | 06/2015 | 01/2018 |
| Provenance Wealth Advisors | Fort Lauderdale | FL | 03/2018 | 02/2019 |
| Raymond James Financial Services, Inc. | Fort Lauderdale | FL | 03/2018 | 02/2019 |
| Raymond James Financial Services Advisors, Inc. | Saint Petersburg | FL | 03/2018 | 02/2019 |
| New York Life Insurance Co | Sunrise | FL | 03/2019 | Present |
| Nylife Securities Llc | Sunrise | FL | 08/2019 | Present |
| Eagle Strategies Llc | Sunrise | FL | 11/2019 | Present |
| The Bridge Group, Inc. | Boca Raton | FL | 11/2020 | Present |
| Florida Atlantic University | Boca Raton | FL | 02/2023 | Present |
[OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC. FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 11/2020] [Rental Property; Landlord, rental condo in NJ .Landlord; 101 Appletree court Monmouth Jct NJ 08852; Start Date 03/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours;Collecting rent from the tenant in the capacity of a Landlord] [Florida Atlantic University ; Retirement Planning course Instructor at Florida Atlantic University . Teaching a Retirement Planning Course as part of CFP designation ; Florida Atlantic University 777 Glades Road Boca Raton, FL 33431; Start Date 03/2023; Role/Title: Educator/Instructor; Investment Related; 12 hours per month; 0 hours per month during securities trading hours; Use Kaplan materials to instruct a retirement Planning Course as part of the CFP board educational requirement at Florida Atlantic University]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-30 |
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