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Naples, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unparalleled Investments, Llc | Winter Park | FL | 09/2024 | Present |
| Assured Partners | Orlando | FL | 01/2023 | 09/2024 |
| Unemployed | Naples | FL | 08/2022 | 12/2022 |
| Archstone Capital, Inc. | Miami Beach | FL | 01/2019 | 07/2022 |
| Morgan Stanley | Greenwich | CT | 05/2018 | 08/2018 |
| University Of Miami | Coral Gables | FL | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
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