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Fort Lauderdale, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-15 |
| FL | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
300 Se 2Nd Street Suite 600, Fort Lauderdale, FL 33301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Ft Lauderdale | FL | 12/2013 | 02/2021 |
| Girard Securities Inc | San Diego | CA | 01/2014 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 06/2020 |
| Gladstone Wealth Partners | Candler | NC | 05/2021 | 11/2025 |
| Avance Private Wealth Llc | Fort Lauderdale | FL | 05/2025 | Present |
| Mercer Allied Company, L.P. | Ft Lauderdale | FL | 07/2020 | 03/2021 |
1) INSURANCE SALES; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2012-01-16 |
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