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237 S Westmonte Drive Suite 300, Altamonte Springs,, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-21 |
Branch Locations
237 S Westmonte Drive Suite 300, Altamonte Springs,, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ny Bagels | Naples | FL | 06/2014 | 09/2018 |
| Grey Oaks Country Club | Naples | FL | 11/2017 | 05/2019 |
| 401K Generation | Altamonte Springs | FL | 05/2021 | Present |
| Gulf Coast High School | Naples | FL | 08/2014 | 05/2018 |
| Florida Gulf Coast University | Estero | FL | 08/2018 | 05/2019 |
| University Of Central Florida | Orlando | FL | 08/2019 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-23 |
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