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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
2 N State Road 7, Plantation, FL 33317 • United States
3300 N. University Drive, Sunrise, FL 33351 • United States
1807 Cordova Rd., Fort Lauderdale, FL 33316 • United States
10195 Cleary Blvd, Plantation, FL 33324 • United States
4820 W. Oakland Park Blvd, Lauderdale Lakes, FL 33313 • United States
5100 Town Center Cir Floor 06, Boca Raton, FL 33486 • United States
943 E. Mcnab Rd, Pompano Beach, FL 33060 • United States
3801 N Federal Hwy, Fort Lauderdale, FL 33308 • United States
1799 W Sample Rd, Deerfield Beach, FL 33064 • United States
1031 S. Military Trail, Deerfield Beach, FL 33442 • United States
3650 W Hillsboro Blvd, Deerfield Beach, FL 33442 • United States
720 E Broward Blvd, Fort Lauderdale, FL 33301 • United States
3120 N University Dr, Coral Springs, FL 33065 • United States
8264 Wiles Rd, Coral Springs, FL 33067 • United States
4809 Coconut Creek Pkwy, Coconut Creek, FL 33063 • United States
8975 W. Atlantic Blvd., Coral Springs, FL 33071 • United States
8351 Nw 88Th Ave, Tamarac, FL 33321 • United States
1800 N Federal Hwy, Fort Lauderdale, FL 33305 • United States
6399 W Commercial Blvd, Tamarac, FL 33319 • United States
6500 N. State Road 7, Coconut Creek, FL 33073 • United States
12590 W. Sunrise Blvd, Sunrise, FL 33323 • United States
6260 W Sample Rd, Coral Springs, FL 33067 • United States
10016 W Oakland Park Blvd, Sunrise, FL 33351 • United States
5055 North Dixie Highway, Oakland Park, FL 33334 • United States
2285 North Federal Highway, Pompano Beach, FL 33062 • United States
101 S. Pompano Parkway, Pompano Beach, FL 33069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boca Raton | FL | 03/2026 | Present |
| Soflo Prop Llc | Boca Raton | FL | 11/2021 | Present |
| Bank Of America | Boca Raton | FL | 06/2015 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 06/2015 | 03/2026 |
| Clunis Hvac Services | Upper Darby | PA | 08/2020 | 12/2023 |
Entity Name: SOFLO PROP LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/15/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-17 |
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