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268 W New England Avenue, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| FL | RA | APPROVED | 2026-01-30 |
Branch Locations
268 W New England Avenue, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bessemer Trust | Atlanta | GA | 05/2021 | 01/2026 |
| Northern Trust | Atlanta | GA | 09/2016 | 04/2021 |
| Invesco | Atlanta | GA | 02/2015 | 09/2016 |
| 55 North Private Wealth Management | Winter Park | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-11 |
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