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2 Cityplace Drive 2Nd Floor, Saint Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
2 Cityplace Drive 2Nd Floor, Saint Louis, MO 63141 • United States
Wellington, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | West Palm Beach | FL | 05/2018 | 08/2021 |
| Pruco Securities, Llc | West Palm Beach | FL | 05/2018 | 08/2021 |
| New York Life Insurance Company | Sunrise | FL | 10/2017 | 05/2018 |
| Florida Virtual School | Orlando | FL | 02/2017 | 10/2017 |
| School District Of Palm Beach County | West Palm Beach | FL | 08/2012 | 02/2017 |
| Yeshiva Tiferes Torah Of Boca Raton | Boca Raton | FL | 10/2016 | 06/2017 |
| Hadar High School For Girls | Boca Raton | FL | 08/2017 | 08/2021 |
| Elite Squad Baseball | Pembroke Pines | FL | 10/2015 | 05/2021 |
| Quadmo Distribution | Tamarac | FL | 10/2011 | 12/2019 |
| First Republic Securities Company, Llc | Jupiter | FL | 08/2021 | 08/2022 |
| First Republic Investment Company, Inc | Jupiter | FL | 10/2021 | 08/2022 |
| The Colony Group, Llc | Boston | MA | 08/2022 | 05/2025 |
| Moment Private Wealth | Wellington | FL | 06/2025 | Present |
| The Colony Group, Llc | Boston | MA | 04/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-21 |
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