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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-09 |
Branch Locations
497 Route 304 Ste 2, New City, NY 10956-3030 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors' Advantage Portfolio | Orangeburg | NY | 09/2017 | Present |
| Los Primeros School Of Science And Arts | Camarillo | CA | 08/2015 | 06/2017 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 06/2018 | Present |
I work as Executive Director of Operations for Investors' Advantage Portfolios (IAP). I have been employed with them since 09/2017. I manage office operations, project development, and advise on marketing. I also assist in office administrative functions. I work approximately 37 hours per week during trading hours and 47 hours per week combined.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-20 |
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