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Current Employers
Atlantic Edge Private Wealth Management

Jacksonville, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-31
  • FL RA
    APPROVED
    Since 2024-01-31

Branch Locations

Jacksonville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bdo Wealth Advisors, Llc Jacksonville FL 05/2019 10/2023
Kohl'S Jacksonville FL 05/2017 08/2019
University Of North Florida Jacksonville FL 08/2017 05/2020
Bartram Trail High School St. Johns FL 08/2013 06/2017
Atlantic Edge Private Wealth Management Jacksonville FL 12/2023 Present
  • 05/2019 → 10/2023
    Bdo Wealth Advisors, Llc
    Jacksonville, FL
  • 05/2017 → 08/2019
    Kohl'S
    Jacksonville, FL
  • 08/2017 → 05/2020
    University Of North Florida
    Jacksonville, FL
  • 08/2013 → 06/2017
    Bartram Trail High School
    St. Johns, FL
  • 12/2023 → Present
    Jacksonville, FL
Previous Registrations
  • 2022-02-22 → 2023-10-12
    Bdo Wealth Advisors, Llc
    Columbia, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-06
  • S65 Uniform Investment Adviser Law Examination
    2021-08-06

View on SEC IAPD

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