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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-29 |
Branch Locations
701 U.S. Hwy 1, Suite 401, North Palm Beach, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | North Palm Beach | FL | 04/2026 | Present |
| Massmutual Life Insurance Co | North Palm Beach | FL | 05/2026 | Present |
| Kestra Private Wealth Services, Llc | Boca Raton | FL | 06/2022 | 02/2024 |
| Unemployed | Boynton Beach | FL | 02/2024 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 07/2015 | 06/2022 |
| Florida Atlantic University | Boca Raton | FL | 12/2016 | 08/2020 |
| Kestra Investment Services, Llc | Boca Raton | FL | 06/2022 | 02/2024 |
| Ameriprise Financial Services, Llc | Boynton Beach | FL | 06/2024 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-06 |
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