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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-11 |
Branch Locations
100 2Nd Avenue South Suite 701-S, Saint Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Alabama | Tuscaloosa | AL | 07/2020 | 05/2024 |
| Omnica Wealth | Glastonbury | CT | 07/2024 | 04/2026 |
| Saint Anthony's High School | South Huntington | NY | 09/2016 | 05/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 04/2026 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | 06/2026 |
| Omnica Wealth | Glastonbury | CT | 04/2026 | 07/2026 |
| Corient | Saint Petersburg | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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