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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
Branch Locations
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boca Raton | FL | 12/2016 | 03/2017 |
| Bank Of America | Boca Raton | FL | 01/2012 | 12/2016 |
| Lincoln Investment Planning Llc | Fort Washington | PA | 04/2017 | 12/2018 |
| Axa Advisors, Llc | New York | NY | 12/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2018 | 02/2022 |
| Newbridge Securities Corporation | Boca Raton | FL | 04/2022 | Present |
| Nfsg Corporation | Boca Raton | FL | 06/2026 | Present |
1) DBA: ACCESS FINANCIAL NETWORK LLC, FINANCIAL CONSULTANT - LAKE PARK, FL. START DATE 11/10/2021. APPROX 0 HR DURING REGULAR BUSINESS HOURS - NOT INVESTMENT RELATED. DESCRIPTION: INFRASTRUCTURE AND BUSINESS ADMINISTRATION I NCLUDING STATE REGISTRATION, INSURANCE, PAYROLL, BOOKKEEPING, TAXES, BUSINESS DEVELOPMENT ONLINE COURSE AND MARKETING 2) ELIETH STRUNK - NOTARY PUBLIC. NOT INVESTMENT RELATED. BOCA RATON, FL. NOTARY PUBLIC. ONGOING. 08/30/2022. AS NEEDED. DUTIES AS AUTHORIZED BY STATE LAW.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
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