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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
729 South West Federal Highway Suite 300, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Stuart | FL | 05/2022 | 01/2026 |
| Fidelity Lending | Stuart | FL | 09/2020 | 05/2022 |
| Guaranteed Rate | Port Saint Lucie | FL | 12/2019 | 09/2020 |
| Geneva Financial | Port Saint Lucie | FL | 10/2018 | 12/2019 |
| Gateway Mortgage Group | Port Saint Lucie | FL | 03/2017 | 10/2018 |
| Wells Fargo Home Mortgage | Jupiter | FL | 03/2016 | 03/2017 |
| Morgan Stanley | Stuart | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
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