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2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-22 |
| CT | RA | APPROVED | 2025-03-06 |
Branch Locations
2500 North Military Trail Suite 316, Boca Raton, FL 33431 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | 10/2022 |
| Sage Dining Services | Wallingford | CT | 10/2017 | 07/2019 |
| Masonicare | Wallingford | CT | 12/2013 | 06/2017 |
| Mutual Security Credit Union | Shelton | CT | 05/2016 | 05/2018 |
| Jroos Restaurant | North Haven | CT | 05/2017 | 08/2017 |
| Wallingford Public Schools | Wallingford | CT | 11/2018 | 06/2019 |
| Edward Jones | Saint Louis | MO | 06/2018 | 08/2018 |
| Ameriprise Financial Services, Llc. | Cheshire | CT | 10/2022 | 11/2024 |
| Alpha Zero Llc | Meriden | CT | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-28 |
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