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2401 Pga Blvd Suite 148, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-30 |
Branch Locations
2401 Pga Blvd Suite 148, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Miami | FL | 11/2019 | Present |
| R Squared Consulting | Jupiter | FL | 06/2017 | 10/2019 |
| New York Life | Palm Beach Gardens | FL | 12/2016 | 06/2017 |
| R Squared Consulting | Jupiter | FL | 07/2015 | 11/2016 |
| Park Avenue Securities | Miami | FL | 02/2021 | 03/2023 |
1) Palm Beach and Treasure Coast Chapter of the US Naval Academy Alumni Association- President of the Palm Beach and Treasure Coast Chapter of the US Naval Academy Alumni Association., Start: 04/01/2022, Address: N/A , 10 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, 2) Sunfest of Palm Beach County, Inc.-Volunteer member of the Board of Directors and Treasurer of Sunfest, Florida's largest waterfront music and art festival, Start: 07/01/2022, Address: N/A , 5 total hours per month; 0 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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