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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Lake Worth Beach | FL | 04/2018 | 12/2021 |
| Chipotle | Boynton Beach | FL | 01/2022 | 06/2022 |
| Mckennas Place | Palm Springs | FL | 06/2022 | 09/2022 |
| Johnny Clean Car Wash | West Palm Beach | FL | 09/2022 | 12/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2024 | 08/2024 |
| Park Vista Community High School | Lake Worth | FL | 06/2015 | 08/2019 |
| Andrea Smallwood | Boca Raton | FL | 01/2025 | 03/2025 |
| Unemployed | Hypoluxo | FL | 08/2024 | 01/2025 |
| Andrea Smallwood | Boca Raton | FL | 02/2025 | 03/2025 |
| Northwestern Mutual Investment Services Llc | Boca Raton | FL | 02/2025 | 03/2025 |
| Capella Financial Group Llc | West Palm Beach | FL | 04/2025 | 11/2025 |
| Creative Financial Network | West Palm Beach | FL | 12/2025 | 01/2026 |
| Osaic Wealth, Inc | Fort Lauderdale | FL | 12/2025 | 01/2026 |
| Truist Investment Services, Inc. | Orlando | FL | 03/2026 | Present |
| Truist Advisory Services, Inc | Orlando | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-10 |
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