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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED | 2024-07-18 |
Branch Locations
Boyton Beach, FL • United States
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interphase Group Inc | Delray Beach | FL | 01/2012 | 09/2017 |
| Raymond James Financial Services, Inc | Miami | FL | 10/2017 | 07/2021 |
| Efg Capital International Corp | Miami | FL | 07/2021 | 08/2021 |
| First Republic Securities Company, Llc | Palm Beach | FL | 03/2023 | Present |
| First Republic Investment Management, Inc | Palm Beach | FL | 03/2023 | Present |
| Goldman Sachs | Boca Raton | FL | 08/2021 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-16 |
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