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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-19 |
| NY | RA | APPROVED | 2024-09-05 |
| FL | RA | APPROVED | 2022-05-04 |
| TX | RA | APPROVED_RES | 2020-02-26 |
Branch Locations
Fountain Square 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Florham Park | NJ | 04/2010 | 02/2020 |
| A.G.P. / Alliance Global Partners | New York | NY | 02/2020 | 05/2022 |
| A.G.P. / Alliance Global Partners | Boca Raton | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-11 |
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