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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
Branch Locations
301 East Pine Street Suite 800, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boca Raton Community High School | Boca Raton | FL | 08/2016 | 08/2020 |
| University Of Miami | Coral Gables | FL | 08/2020 | 06/2024 |
| City Of Boca Summer Camp | Boca Raton | FL | 06/2018 | 08/2019 |
| Pine Tree Camp | Boca Raton | FL | 06/2021 | 08/2021 |
| Strax Aesthetics | Ft Lauderdale | FL | 06/2022 | 08/2022 |
| Barnes Noble Cafe | Boca Raton | FL | 08/2018 | 12/2019 |
| Vertical Bridge Telecommunications | Boca Raton | FL | 06/2023 | 08/2023 |
| Woolbright Real Estate Investments | West Palm Beach | FL | 12/2023 | 01/2024 |
| United Community Bank | Orlando | FL | 06/2024 | 11/2025 |
| Lpl Financial Llc | Orlando | FL | 06/2024 | 11/2025 |
| Mml Investors Services Llc | Orlando | FL | 11/2025 | Present |
| Signature Wealth Advisors/Massmutual Life Insurance Co | Orlando | FL | 11/2025 | Present |
| Charles Schwab & Co. Inc | San Francisco | CA | 04/2024 | 04/2024 |
| Hennion & Walsh, Inc. | Parsippany | NJ | 06/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
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