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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
| FL | RA | APPROVED | 2025-09-05 |
Branch Locations
1470 Coral Ridge Dr, Coral Springs, FL 33071 • United States
6101 Coral Ridge Dr, Coral Springs, FL 33076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opuscare | Miami | FL | 01/2016 | 08/2021 |
| Primerica Financial Services | Sunrise | FL | 08/2024 | 07/2025 |
| Pfs Investments Inc. | Sunrise | FL | 08/2024 | 07/2025 |
| Alliance Laundry Systems | Ripon | WI | 08/2021 | 02/2025 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 04/2024 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Springs | FL | 07/2025 | Present |
| Bank Of America, N.A. | Coral Springs | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-18 |
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