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2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 08/2023 | 06/2024 |
| Amateurgolf.cOm | San Diego | CA | 01/2021 | 12/2021 |
| University Of Arizona | Tucson | AZ | 08/2019 | 05/2023 |
| Carlsbad Unified School District | Carlsbad | CA | 01/2013 | 06/2019 |
| Benchmark Financial Wealth Advisors | Boca Raton | FL | 09/2025 | Present |
| Rmh Investment Management Llc | Tucson | AZ | 08/2022 | 06/2023 |
| University Of Arizona | Tucson | AZ | 08/2022 | 05/2023 |
| University Of Florida | Gainesville | FL | 06/2024 | 05/2025 |
| Morgan Stanley | Tampa | FL | 06/2022 | 08/2022 |
| Traveling | Tampa | FL | 06/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-01 |
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