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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oaic Wealth, Inc. | Jupiter | FL | 05/2024 | 01/2025 |
| Ap Retirement Inc. | Jupiter | FL | 05/2022 | 04/2024 |
| The Armory | Jupiter | FL | 05/2016 | 04/2022 |
| Oaic Wealth, Inc. | Jupiter | FL | 01/2025 | 08/2026 |
| Morgan Stanley | Palm Beach Gardens | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-10 |
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