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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
14 N Federal Hwy , Lake Worth , FL 33460 • United States
4242 Six Forks Rd, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Private Wealth | West Palm Beach | FL | 07/2018 | 06/2023 |
| Banker's Life & Casualty Company | West Palm Beach | FL | 07/2023 | 08/2025 |
| Insight Private Wealth | West Palm Beach | FL | 08/2025 | Present |
| Concurrent Investment Advisors Llc | West Palm Beach | FL | 10/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach | FL | 06/2026 | Present |
| Fashionista Palm Beach | Palm Beach | FL | 10/2015 | 10/2019 |
| Bank Of America, N.A. | West Palm Beach | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-13 |
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