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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
1 Town Center Rd, Boca Raton, FL 33486 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polen Capital Management, Llc | Boca Raton | FL | 06/2024 | 08/2025 |
| Foreside Funds Distributors Llc | Boca Raton | FL | 09/2024 | 08/2025 |
| Northwestern Mutual | Fort Lauderdale | NY | 06/2023 | 08/2023 |
| Wheaton College | Norton | MA | 08/2020 | 05/2024 |
| Unemployed | New York | NY | 01/2016 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 01/2026 | Present |
| Florida Atlantic University | Boca Raton | FL | 01/2025 | Present |
| Dabomatic Corporation | Mount Vernon | NY | 01/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-24 |
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