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476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-08 |
Branch Locations
One Alhambra Plaza, Ph Floor, Office 1419, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boca Raton | FL | 10/2014 | 05/2018 |
| Morgan Stanley Private Bank, National Association | Boca Raton | FL | 02/2015 | 05/2018 |
| Jp Morgan Chase Bank, N.A. | Miami Beach | FL | 05/2018 | 08/2023 |
| Jp Morgan Securities, Llc | Miami Beach | FL | 05/2018 | 08/2023 |
| Vicus Capital, Inc | State College | PA | 08/2023 | Present |
| Zenith Point Wealth Management Llc | Coral Gables | FL | 08/2023 | Present |
1) Juliet Cosmetics LLC Investment related: No Address: 7632 SW 93rd Pl Miami Fl 33173 Nature of the other business: Cosmetic Position/Title/Relationship: Owner/Partner Start Date: 05/31/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Cosmetic and aesthetic products including services such as botox and beauty skin care. It has no association with my current job function and I will serve as 1% owner to the business which currently belongs to my wife. I will play no role in any day to day operations. 2) DBA Zenith Point Wealth Management LLC Investment Related: Yes Address: Same as registered location Nature of Business: Financial Services Position/Title/Relationship: Owner Start Date: 08/2023 Approximate # of hours per week: 40 plus hours per week Approximate # of hours during trading hours: 32.5 hours during trading hours Briefly describe your duties: President and CEO, Investment advisory services and financial planning. 3) Fixed Insurance with various companies Investment Related: Yes Address: Same as registered location Nature of Business: FIXED INSURANCE Position/Title/Relationship: Independent insurance agent Start Date: 08/2023 Approximate # of hours per week: 3 hours Approximate # of hours during trading hours: 3 hours Briefly describe your duties: Handle sales and documentation of insurance products including fixed and variable annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-30 |
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