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Ponte Vedra Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 04/2019 |
| Northwestern Mutual Investment Services Llc | Palm Bch Gdns | FL | 05/2018 | 04/2019 |
| Florida State University | Tallahassee | FL | 06/2015 | 05/2019 |
| Gordos Cuban Cuisine | Tallahassee | FL | 05/2017 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2019 | 12/2019 |
| Gordo's Cuban Cuisine | Tallahassee | FL | 08/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2019 | 06/2021 |
| Dixon Hughes Goodman Wealth Advisors Llc | Jacksonville | FL | 06/2021 | 05/2022 |
| Forvis Wealth Advisors Llc | Jacksonville | FL | 06/2022 | 10/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 10/2023 | 11/2025 |
| Stanford Wealth Planning Llc | North Palm Beach | FL | 11/2025 | Present |
| Bts Brightwater Llc | Jacksonville | FL | 02/2025 | Present |
the name of the other business; BTS Brightwater LLC whether the business is investment-related; Not Investment Related the address of the other business; 7492 Red Crane Lane Jacksonville, FL 32256 the nature of the other business; Rental Property your position; title, or relationship with the other business; Owner and Manager the start date of your relationship; February 2025. the approximate number of hours/month you devote to the other business; 4 hours a month the number of hours you devote to the other business during securities trading hours; 1 hour a month or 10% of time and briefly describe your duties relating to the other business; Oversee maintenance, financials and upkeep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
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