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364 Cypress Drive Suite 202, Jupiter, FL 33469 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-20 |
Branch Locations
364 Cypress Drive Suite 202, Jupiter, FL 33469 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | New York | NY | 07/2016 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2017 | 06/2022 |
| Cayside Partners | Jupiter | FL | 04/2026 | Present |
| Optima Asset Management, Llc | Palm Beach | FL | 06/2022 | 08/2025 |
| Tannenbaum Capital Group | West Palm Beach | FL | 09/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-21 |
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