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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED_RES | 2025-09-19 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Financial | Boca Raton | FL | 10/2022 | 09/2025 |
| Mill Creek Residential Trust | Boca Raton | FL | 05/2022 | 10/2022 |
| Benedictine University | Lisle | IL | 08/2018 | 05/2022 |
| Pompano Beach High School | Pompano Beach | FL | 08/2014 | 08/2018 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 09/2025 | Present |
| Zeus Financial | Boca Raton | FL | 05/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-13 |
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