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2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-09-12 |
Branch Locations
2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • 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 |
|---|---|---|---|---|
| Pruco Securities, Llc | W. Palm Beach | FL | 04/2017 | 02/2018 |
| At&T | North Palm Beach | FL | 10/2013 | 03/2017 |
| Adt | West Palm Beach | FL | 04/2017 | 06/2017 |
| The Prudential Insurance Company Of America | W. Palm Beach | FL | 10/2017 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 11/2018 | 02/2020 |
| City Of West Palm Beach | West Palm Beach | FL | 03/2018 | 09/2018 |
| Us Health Advisors | Fort Worth | FL | 08/2018 | 11/2018 |
| Sprint | West Palm Beach | FL | 01/2018 | 03/2018 |
| Northwestern Mutual Investments Services Llc | Palm Beach Gardens | FL | 03/2020 | 03/2020 |
| Park Avenue Securities Llc | West Palm Beach | FL | 03/2020 | 12/2020 |
| Newbridge Securities Corporation | Boca Raton | FL | 12/2020 | 12/2020 |
| Newbridge Financial Services Group, Inc | Boca Raton | FL | 12/2020 | 01/2022 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 02/2022 | 04/2022 |
| New York Life Insurance Co | Sunrise | FL | 05/2022 | 10/2023 |
| Nylife Securities Llc | Sunrise | FL | 07/2022 | 10/2023 |
| Desert Rose Capital Management Inc. | Meridian | ID | 08/2024 | Present |
| Self-Employed | Port St. Lucie | FL | 10/2023 | 08/2024 |
| Us Life | Meridian | ID | 07/2024 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 4690 Portofino Way, Apt 104, West Palm Beach, FL 33409; start 05/2022; commissions; 10 hours per month, 10 hours during securities trading hours; insurance related] [SKR HDGS LLC - Dormant; Passive company that is not active. Haven't dissolved to keep the company name. ; 4690 Portofino Way, Apt 104, West Palm Beach, FL 33409; Start Date 01/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Outdare Entertainment, Inc. - Dormant; Passive company that is not active. Haven't dissolved to keep the company name. ; 7750 OKEECHOBEE BLVD 4-317 WEST PALM BEACH, FL 33411; Start Date 03/2017; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Dream The Impossible, Inc. - Dormant; Passive company that is not active. Haven't dissolved to keep the company name. ; 7750 Okeechobee Blvd 4-317 West Palm Beach, FL 33411; Start Date 07/2013; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Dream The Impossible Press Corp - Dormant; Passive company that is not active. Haven't dissolved to keep the company name. Owner of company name.; 7750 OKEECHOBEE BLVD SUITE 4-317 WEST PALM BEACH, FL 33411; Start Date 05/2017; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Star Administrative Services, Inc. - Dormant; Passive company that is not active. Haven't dissolved to keep the company name. Owner of company name.; 8090 NW 13TH STREET UNIT A MARGATE, FL 33063; Start Date 08/2011; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Savvy Money Factory, LLC - Dormant; Passive company that is not active. Haven't dissolved to keep the company name. ; 4690 Portofino Way Apt 104 West Palm Beach, FL 33409; Start Date 06/2020; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-11 |
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