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1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
Branch Locations
1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Davie, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 05/2014 | 07/2016 |
| Seacoast National Bank | Stuart | FL | 04/2014 | 07/2016 |
| Aegis Capital Corp. | Davie | FL | 09/2024 | Present |
| Lpl Financial Llc | Jupiter | FL | 07/2016 | 09/2024 |
1) ACC AGENCY, INC., 1305 WALT WHITMAN RD. STE 120, MELVILLE, NY 11747; INVESTMENT-RELATED; PRODUCER/AGENT, GENERAL INSURANCE AGENCY; START DATE: 04/03/2025; 5-10 HOURS PER MONTH DEVOTED TO ACTIVITY; 5-10 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-08 |
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