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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-12 |
Branch Locations
3201 West Commerical Blvd. Suite 235, Fort Lauderdale, FL 33309 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Option Funding | Long Island City | NY | 04/2019 | 02/2021 |
| Fidelity Investments | Nanuet | NY | 02/2021 | 06/2023 |
| Lord Abbett | Jersey City | NJ | 12/2015 | 09/2017 |
| Unemployed | New York | NY | 09/2017 | 11/2018 |
| Planmember Securities Corporation | Irvington | NY | 11/2018 | 02/2021 |
| Percy Avetrani | Coral Gables | FL | 06/2023 | 08/2023 |
| Best Option Funding | Brooklyn | NY | 04/2019 | 02/2021 |
| Percy Avetrani | Coral Gables | FL | 08/2023 | 07/2025 |
| Northwestern Mutual Investment Services Llc | Coral Gables | FL | 08/2023 | 07/2025 |
| Ifp Securities, Llc | Tampa | FL | 08/2025 | Present |
| Independent Financial Partners | Tampa | FL | 08/2025 | Present |
(1) FirstRise Investments - investment related - Financial Services DBA - 60 Long Ridge RD Suite 210 Stamford, CT, 06905 - agent - start date Aug 8, 2025 - 160 hours/month during trading - Financial Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-19 |
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