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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-30 |
Branch Locations
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
4500 Pga Boulevard Suite 304A, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pursuit Wealth Management Llc | Palm Beach Gardens | FL | 01/2021 | Present |
| City National Bank | Boca Raton | FL | 08/2018 | 12/2020 |
| Esquire Bank | Palm Beach Gardens | FL | 04/2015 | 07/2018 |
| Cay Street Partners Investment Advisory Llc | Palm Beach Gardens | FL | 03/2026 | Present |
1) BUSCH WILDLIFE SANCTUARY FOUNDATION, INC - 17855 ROCKY PINE RD, JUPITER, FLORIDA 33478; INVESTMENT COMMITTEE MEMBER; NO INVESTMENT ADVICE GIVEN; DEVOTES APPROXIAMTELY 1 HOUR A MONTH, APPROXIMATELY 1 HOUR DURING TRADING HOURS; START DATE: JUNE 01, 2024. 2) FUNDING FLORIDA LEGAL AID - 175 LOOKOUT PLACE, MAITLAND, FLORIDA 32751; INVESTMENT COMMITTEE MEMBER; NO INVESTMENT ADVICE GIVEN; DEVOTES APPROXIAMTELY 1 HOUR PER MONTH, APPROXIMATELY 1 DURING TRADING HOURS; START DATE: JUNE 05,2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-11 |
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