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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
Branch Locations
444 W Railroad Ave Suite 300, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aquaguidance | Fort Lauderdale | FL | 02/2017 | 05/2021 |
| Qtego | Fort Lauderdale | FL | 03/2013 | 02/2019 |
| Student | Orlando | FL | 08/2010 | 12/2016 |
| Pfs Investments Inc | Coral Springs | FL | 09/2016 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Boca Raton | FL | 05/2021 | 12/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2022 | 12/2022 |
| Capella Financial Group | West Palm Beach | FL | 01/2023 | Present |
| Osaic Wealth, Inc | West Palm Beach | FL | 08/2025 | Present |
1. CAPELLA FINANCIAL GROUP POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 30 START DATE: 02/10/2023 ADDRESS: 3418 Avenue Villandry, Delray Beach FL 33445, United States DESCRIPTION: Selling Insurance Products such as life insurance, long term care, and fixed annuities 2. CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Insurance Only Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 11/10/2023 ADDRESS: 444 W Railroad Ave Suite 300, West Palm Beach FL 33401, United States DESCRIPTION: Contacting Clients, setting appointments, seeing appointments, and clerical duties 3. HARDIE HOLDINGS LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2023 ADDRESS: 21110 White Oak Ave, Boca Raton FL 33428, United States DESCRIPTION: Collect Rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-22 |
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