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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-06 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Palm Coast, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics | Bonita Springs | FL | 01/2025 | Present |
| Jb Growth Partners | Palm Coast | FL | 12/2022 | Present |
| Peoples United Bank | Bridgeport | CT | 01/2017 | 11/2022 |
| Hsbc | New York City | NY | 06/2007 | 12/2016 |
Independent Insurance Agent through JB Growth Partners. In this role she transacts in insurance products including annuities for individuals. She spends approximately 30 hours a week during market and non-market hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-26 |
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