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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-19 |
Branch Locations
9530 Marketplace Road Suite 101, Fort Myers, FL 33912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tallman | NY | 06/2022 | 05/2023 |
| Northpointe Staffing | Weehawken | NJ | 09/2021 | 02/2022 |
| Sherwin-Williams | Naples | FL | 10/2019 | 08/2021 |
| Florida Pool Service | Naples | FL | 09/2018 | 07/2019 |
| Alterra Home Loans | Naples | FL | 03/2018 | 06/2019 |
| Ristorante Farfalla | Estero | FL | 02/2018 | 02/2018 |
| Naples Car Wash | Naples | FL | 10/2017 | 02/2018 |
| Pool Doctor | Cape Coral | FL | 04/2017 | 05/2017 |
| Naples Transportation & Tours | Naples | FL | 11/2016 | 04/2017 |
| Trojan Labor | Naples | FL | 09/2016 | 09/2016 |
| Pelican Pools | Naples | FL | 02/2016 | 07/2016 |
| Unemployed | Fort Myers | FL | 08/2016 | 08/2016 |
| Unemployed | Fort Myers | FL | 10/2016 | 10/2016 |
| Unemployed | Fort Myers | FL | 06/2017 | 09/2017 |
| Unemployed | Fort Myers | FL | 08/2019 | 09/2019 |
| Unemployed | Sloatsburg | NY | 03/2022 | 05/2022 |
| Citizens Securities Inc. | Naples | FL | 10/2023 | 12/2024 |
| Jpmorgan Chase | Suffern | NY | 06/2022 | 05/2023 |
| Unemployed | Sloatsburg | NY | 05/2023 | 10/2023 |
| Unemployed | Naples | FL | 12/2024 | 02/2025 |
| Self Employed | Fort Myers | FL | 02/2025 | Present |
| Equitable Advisors, Llc | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-04 |
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