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7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
| FL | RA | APPROVED | 2024-10-02 |
Branch Locations
7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Boca Raton | FL | 08/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2014 | 09/2024 |
| Palm Wealth Partners | Boca Raton | FL | 09/2024 | Present |
1.) INSURANCE SALES THROUGH VARIOUS CARRIERS. - INVESTMENT RELATED - BOCA RATON, FL - AGENT - 2013 TO PRESENT - 5 HOURS/MONTH - 5 HOURS/MONTH DURING SECURITIES TRADING HOURS. 2.) SECRETARY FOR SPANISH RIVER HOMEOWNERS ASSOCIATION 1 HOUR MONTH. - NON INVESTMENT RELATED - BOCA RATON, FL - VOLUNTEER POSITION - 2012 TO PRESENT - 1 HOURS/MONTH - 0 HOURS/MONTH DURING SECURITIES TRADING HOURS. 3.) BOCA MASTERMIND GROUP, MEMBER SINCE 07/23/2019 - NON INVESTMENT RELATED - BOCA RATON, FL - VOLUNTEER POSITION - 3 HOURS/MONTH - 0 HOURS/MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-14 |
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