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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
Branch Locations
6700 Daniels Parkway Ste 1, Fort Myers, FL 33912 • United States
1800 Second Street Suite 870, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Sarasota | FL | 06/2026 | Present |
| Meridian Wealth Advisors | Winter Park | FL | 06/2025 | 08/2025 |
| Santa Fe College | Gainesville | FL | 08/2022 | 05/2024 |
| University Of Florida | Gainesville | FL | 08/2024 | 05/2026 |
| Dr. Phillips High School | Orlando | FL | 08/2018 | 05/2022 |
| Southwest Middle School | Orlando | FL | 08/2015 | 05/2018 |
| Raymond James | Winter Park | FL | 05/2022 | 08/2022 |
| Sukoy Hibachi Express | Windermere | FL | 01/2020 | 08/2024 |
| Model | New York | NY | 10/2023 | 06/2026 |
| Private Tutoring | Gainesville | FL | 01/2020 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
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