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Jacksonville, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highline Private Wealth, Llc | Jacksonville | FL | 07/2024 | Present |
| Ss&C Technologies, Inc. | Jacksonville | FL | 04/2016 | Present |
SS&C Technologies, Inc.; Not investment-related; 9000 Southside Blvd, Suite 700, Jacksonville, FL. 32256; Technology Provider; Sr. Director, Wealth Market Commercial Strategy; Since 04/2016; Full-time position; Develop commercial strategy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-25 |
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