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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-14 |
Branch Locations
515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | New York | NY | 04/2019 | 05/2020 |
| Hamlin Capital Management | New York | NY | 01/2018 | 05/2018 |
| Md Sass Investment Institute | New York | NY | 09/2017 | 12/2017 |
| Brooks Brothers | Deer Park | NY | 06/2013 | 04/2019 |
| Harley Capital (Subsidiary Of National Securities Corporation) | New York | NY | 09/2016 | 12/2016 |
| Snowden Lane Partners | New York | NY | 05/2017 | 08/2017 |
| Jp Morgan Securities Llc | New York | NY | 04/2019 | 05/2020 |
| Brooklyn College | Brooklyn | NY | 08/2015 | 12/2017 |
| Valley Financial Management, Inc. | Coral Gables | FL | 04/2023 | 12/2025 |
| Valley National Bank | Coral Gables | FL | 04/2023 | 12/2025 |
| Jp Morgan | New York | NY | 06/2020 | 08/2021 |
| Starwood Property Trust | Miami Beach | FL | 09/2021 | 01/2023 |
| Unemployed | Fort Lauderdale | FL | 02/2023 | 03/2023 |
| Ups | Farmingdale | NY | 12/2020 | 12/2020 |
| Valley Wealth Managers, Inc. | Coral Gables | FL | 10/2023 | 12/2025 |
| Truist Advisory Services. Inc | Fort Lauderdale | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-25 |
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