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185 Great Neck Road Suite 456, Great Neck, NY 11021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
Branch Locations
185 Great Neck Road Suite 456, Great Neck, NY 11021 • United States
Vero Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rga Investment Advisors, Llc | Vero Beach | FL | 10/2025 | Present |
| Sullimar Capital Group | Vero Beach | FL | 02/2016 | Present |
| Bmo Harris Bank | Chicago | IL | 07/2011 | 02/2017 |
1) Sullimar Capital Group; Investment-related; Vero Beach, FL. 32963; Financial media; Host; Interview, edit, and release financial media content. Approx. 10% of time during the month.
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