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1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-20 |
Branch Locations
150 E Palmetto Park Rd. Ste. 800, Boca Raton, FL 33432 • United States
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach | FL | 03/2008 | 11/2024 |
| Steelpeak Wealth, Llc | Boca Raton | FL | 11/2024 | Present |
I*1055285 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Boynton Beach, Florida Nature of business: Position, title, association: Sole owner, Start date of relationship: 12/1/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 I*1057264 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Boynton Beach, Florida Nature of business: Position, title, association: Sole owner, Start date of relationship: 12/1/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-01 |
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