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Montverde, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-29 |
| FL | RA | APPROVED | 2022-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | FL | 06/2014 | 12/2021 |
| Bank Of America, N.A. | Gainesville | FL | 11/2014 | 12/2021 |
| N/A | Montverde | FL | 01/2022 | 06/2022 |
| Paradox Financial Llc | Montverde | FL | 07/2022 | Present |
OBA 1 Name: Carthage Ventures LLC Investment Related: No Address: 15300 Vinola Dr, Montverde, FL 34756 Nature: Search Engine Optimization services for businesses Position: Owner Title: Owner Start Date: 10/04/2023 Approximate Hours/Month: 40 Hours During Trading Hours/Month: 20 Duties: Implement & manage Search Engine Optimization strategies for businesses OBA 2 Name: LearnLux, Inc Investment Related: No Address: 2 Avenue de Lafayette, Boston, MA 02111 Nature: LearnLux is an employer benefit providing financial education (not advice) to member employees. Position: Education Consultant Title: Consultant Start Date: 05/01/2023 Approximate Hours/Month: 15 Hours During Trading Hours/Month: 7 Duties: Providing financial education (not advice) to member employees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
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