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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-17 |
Branch Locations
201 Alhambra Circle Suite 703, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Consultants, Llc / Lincoln Financial | Newark | DE | 09/2017 | 02/2018 |
| Nordstrom | Short Hills | NJ | 06/2017 | 08/2017 |
| The Crystal Room | Staten Island | NY | 05/2014 | 06/2018 |
| University Of Delaware | Newark | DE | 08/2014 | 05/2018 |
| Axa Advisors, Llc. | New York | NY | 03/2018 | 06/2018 |
| Phx Financial, Inc | New York | NY | 06/2018 | 09/2018 |
| Santander Bank, Na | Boston | MA | 01/2019 | 06/2021 |
| Santander Securities, Llc | Dorchester | MA | 01/2019 | 06/2021 |
| Unemployed | Staten Island | NY | 09/2018 | 12/2018 |
| Pgim Investments,Llc | Newark | NJ | 06/2021 | 05/2023 |
| Prudential Investment Management Services Llc | Newark | NJ | 06/2021 | 05/2023 |
| Pgim Investments,Llc | Newark | NJ | 10/2021 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Bloomfield Hills | MI | 05/2023 | 12/2023 |
| Thurston Springer Financial | Indianapolis | IN | 12/2023 | 05/2025 |
| Percy Avetrani | Coral Gables | FL | 05/2025 | Present |
| Northwestern Mutual Investment Services Llc | Coral Gables | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-10 |
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