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400 N. Ashley Drive Suite 1900, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
| MI | RA | APPROVED | 2025-11-05 |
| IL | RA | APPROVED | 2020-04-09 |
| TX | RA | APPROVED | 2020-04-09 |
Branch Locations
400 N. Ashley Drive Suite 1900, Tampa, FL 33602 • United States
Frankfort, MI • United States
Lake Forest, IL • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Northbrook | IL | 09/2006 | 04/2020 |
| Quantum Private Wealth, Llc | Tampa | FL | 04/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc | Lake Forest | IL | 04/2020 | 12/2022 |
| Quantum Private Wealth, Llc | Tampa | FL | 02/2021 | Present |
1) Fixed/Traditional Insurance - Agent -4/9/2020 - 2 business hours a month - 2 securities hours a month - sales of fixed/traditional insurance products 2) Playability Toys; Not investment-related; 1861 W. Grant Rd., Tucson, AZ 85745, Manufactures toys for children with special needs; Position: Board member. Start date-04/2015; Spends 1-3 hours per month. 1 hour per month during securities trading hours. 3) Recovery Connections of Central Florida; Not investment-related; 7912 Forest City Road, Ste. 101, Orlando, FL 32810; Independent non-profit organization assisting those seeking recovery from addiction. Position: Board member. Start date-10/2021; Spends 2-4 hours per month. 1-2 hour per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-18 |
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