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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-31 |
Branch Locations
11780 U.S. Highway 1 Suite N101, North Palm Beach, FL 33408 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 02/2022 | 04/2023 |
| Jupiter Christian Highschool | Jupiter | FL | 07/2013 | 06/2017 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2017 | 12/2021 |
| Office Depot | Jupiter | FL | 07/2015 | 10/2016 |
| Jtaa | Jupiter/Tequesta | FL | 10/2015 | 01/2017 |
| Sals Italian Ristorante | Jupiter | FL | 10/2016 | 08/2020 |
| Vineyard Vines | Estero | FL | 08/2019 | 02/2020 |
| Tacos And Tequila Cantina | Estero | FL | 08/2020 | 03/2021 |
| Old Florida Bar And Grill | Jupiter | FL | 05/2021 | 01/2022 |
| Virtus Investment Partners | Jacksonville | FL | 11/2023 | 12/2024 |
| Publix | Jacksonville | FL | 10/2023 | 11/2023 |
| Unemployed | Jacksonville | FL | 04/2023 | 10/2023 |
| Vp Distributors Llc | Jacksonville | FL | 12/2023 | 12/2024 |
| Oppenheimer & Co. Inc. | North Palm Beach | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-29 |
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