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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Strategies Llc | Saddlebrook | NJ | 05/2015 | 02/2021 |
| Self Employed | Bergenfield | NJ | 12/2009 | 12/2021 |
| High Mountain Financial Coaching Llc | Fort Myers | FL | 01/2021 | 07/2026 |
| Blend Financial, Inc. Dba Origin Financial | San Francisco | CA | 07/2022 | 06/2024 |
| Smartpath Advisors, Llc | Atlanta | GA | 06/2024 | 07/2026 |
| Facet | West Palm Beach | FL | 07/2026 | Present |
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