Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-19
FL RA APPROVED 2024-02-14
  • TX RA
    APPROVED
    Since 2024-03-19
  • FL RA
    APPROVED
    Since 2024-02-14

Branch Locations

222 Lakeview Ave, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 12/2022 Present
Lokation Real Estate Pompano FL 07/2023 Present
Dreamworks Real Estate Inc. Stuart FL 04/2023 07/2023
Investor Realty Services Inc. Orlando FL 09/2022 04/2023
Compass Real Estate Winter Park FL 04/2021 09/2022
University Of Central Florida Orlando FL 08/2017 08/2021
The Robinson Cocktail Room Orlando FL 05/2022 09/2022
Saddle Up All American Bar Orlando FL 06/2021 03/2022
The Knights Pub Orlando FL 11/2018 07/2021
Copper Tan Lake Worth FL 08/2015 08/2017
Palm Beach Central High School Wellington FL 08/2013 05/2017
  • 12/2022 → Present
    Boca Raton, FL
  • 07/2023 → Present
    Lokation Real Estate
    Pompano, FL
  • 04/2023 → 07/2023
    Dreamworks Real Estate Inc.
    Stuart, FL
  • 09/2022 → 04/2023
    Investor Realty Services Inc.
    Orlando, FL
  • 04/2021 → 09/2022
    Compass Real Estate
    Winter Park, FL
  • 08/2017 → 08/2021
    University Of Central Florida
    Orlando, FL
  • 05/2022 → 09/2022
    The Robinson Cocktail Room
    Orlando, FL
  • 06/2021 → 03/2022
    Saddle Up All American Bar
    Orlando, FL
  • 11/2018 → 07/2021
    The Knights Pub
    Orlando, FL
  • 08/2015 → 08/2017
    Copper Tan
    Lake Worth, FL
  • 08/2013 → 05/2017
    Palm Beach Central High School
    Wellington, FL
Other Businesses

I*1405301 Entity Type: For Profit Name of OBA: Lokation Real Estate LLC Address: West Palm Beach Florida Investment Related: No Position, Title, Association: Other Start Date:12/12/2023 No Hours: Yearly No Hours during trading:0 Duties: No responsibilities. Outside activity is just being used to hold my real estate license that I do not use and will only use for myself.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-12
  • S66 Uniform Combined State Law Examination
    2024-02-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor