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151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
| OK | RA | APPROVED | 2024-06-13 |
| FL | RA | APPROVED | 2024-02-14 |
Branch Locations
781 Ciara Creek Cove, Longwood, FL 32750 • United States
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Talon Private Wealth | The Villages | FL | 02/2024 | Present |
| Cox Media Group | Orlando | FL | 08/2015 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-11 |
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