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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
Branch Locations
100 South East 3Rd Avenue Suite 2100, Fort Lauderdale, FL 33394 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 11/2016 | 01/2021 |
| Professional Theatrical Technicians | Davie | FL | 09/2015 | 10/2016 |
| Frankcrum | Davie | FL | 01/2016 | 09/2016 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 03/2017 | 01/2021 |
| Ameriprise Financial Services, Llc | Fort Lauderdale | FL | 01/2021 | 07/2022 |
| Self- Employment | Fort Lauderdale | FL | 07/2022 | 11/2022 |
| Ashton Thomas Private Wealth, Llc | Fort Lauderdale | FL | 11/2022 | 04/2023 |
| Axxcess Wealth Management Llc Dba Route 20 Private Wealth | Fort Lauderdale | FL | 02/2024 | 10/2024 |
| Florida Atlantic University | Boca Raton | FL | 04/2023 | 02/2024 |
| Heller Private Wealth Llc | Fort Lauderdale | FL | 10/2025 | 03/2026 |
| Unemployed | Fort Lauderdale | FL | 10/2024 | 09/2025 |
| Oppenheimer & Co. Inc. | Fort Lauderdale | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-27 |
| S66 | Uniform Combined State Law Examination | 2017-06-01 |
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