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10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-10 |
Branch Locations
Green Cove Springs, FL • United States
10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 05/2000 | 06/2023 |
| Bank Of America, N.A. | Winter Park | FL | 05/2000 | 06/2023 |
| Ubs Financial Services Inc. | Jacksonville | FL | 06/2023 | 08/2024 |
| Sax Wealth Advisors, Llc | Jacksonville | FL | 08/2024 | 12/2024 |
| Advisors Capital Management, Llc | Ridgewood | NJ | 03/2025 | Present |
1) For profit or not for profit: Entity For Profit Name of outside business organization: Gator Tackle Co. LLC Investment related: N Address of business: Green Cove Springs, Florida, 32043 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 3/13/2007 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This is a family owned independent fishing tackle store and guide service. I am the primary investor that focuses on strategic direction and I do not participate in the day to day operations. 2) Name of Business: BMMR Holdings LLC./ Address: 1044 Haynes Ct Green Cove Springs, FL United States 32043./ Investment Related: Yes./ Nature: Personal Holdings partnership./ Role: Partner./ Duty: This is a personal holding company that held residential real estate./ Start Date: 3/10/2017./ Hours Devoted: No. I am the funding partner with no operational duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
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