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275 Madison Avenue 8Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
1727 Coachman Plaza Drive Suite 114, Clearwater, FL 33759 • United States
275 Madison Avenue 8Th Floor, New York, NY 10016 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corinthian Partners, Llc | New York | NY | 05/2019 | Present |
| International Assets Advisory, Llc | Riverview | FL | 11/2014 | 05/2019 |
Advisor Excell - effective March 2023; facilitation of IUL proposals and implementation of fixed insurance; 2-5 hours per mo (0-3 hours per mo during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-28 |
Reach out to this advisor