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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
Branch Locations
5337 Millenia Lakes Blvd. Suite 405, Orlando, FL 32839 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Central Florida | Orlando | FL | 08/2018 | 12/2020 |
| Valencia College | Orlando | FL | 08/2016 | 08/2018 |
| Sam's Club | Apopka | FL | 11/2020 | 10/2021 |
| Gideon's Bakehouse | Winter Garden | FL | 11/2021 | 12/2021 |
| H&R Block | Longwood | FL | 01/2022 | 04/2022 |
| Jetblue | Orlando | FL | 05/2022 | 12/2022 |
| Universal Studios | Orlando | FL | 02/2023 | 01/2024 |
| Unemployed | Orlando | FL | 09/2025 | 08/2026 |
| University Of Central Florida | Orlando | FL | 01/2023 | 08/2025 |
| Equitable Advisors, Llc | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 2026-05-11 |
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