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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-03 |
Branch Locations
1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | New York | NY | 09/2016 | 09/2021 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 09/2021 | 02/2022 |
| Morgan Stanley | Boca Raton | FL | 05/2022 | 05/2025 |
| Perigon Wealth Management, Llc | Boca Raton | FL | 05/2025 | 03/2026 |
| Purshe Kaplan Sterling Investments, Inc. | Boca Raton | FL | 05/2025 | 03/2026 |
| 1847 Financial | Coral Gables | FL | 08/2021 | 02/2022 |
| Raymond James & Associates, Inc. | Boca Raton | FL | 06/2026 | Present |
(1) Name of Business: Sally Lane LLC Address: 5690 Stradella Dr, Boca Raton , FL, 33433, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/27/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Send wire to fund capital calls as they come due
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
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