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4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-21 |
Branch Locations
4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States
Troutman, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2012 | 01/2017 |
| Wells Fargo Clearing Services | Nashville | TN | 06/2017 | 04/2022 |
| Wells Fargo Bank | Nashville | TN | 06/2017 | 04/2022 |
| Unemployed | Charlotte | NC | 02/2017 | 05/2017 |
| Unemployed | Troutman | NC | 04/2022 | 07/2022 |
| Fidelis Capital Partners, Llc. | Tampa | FL | 07/2022 | Present |
RENTAL PROPERTY, INV RELATED, APEX, NC, START: 10/1/2017, 100% OWNER, 0.5 HOURS/0 DURING TRADING, DUTIES: LANDLORD. CENTERSTONE MILITARY SERVICES; NOT INV. RELATED; NASHVILLE, TN; BOARD MEMBER; START DATE 4/18/2018; 3 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES PROVIDING OVERSIGHT OF CENTERSTONE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S66 | Uniform Combined State Law Examination | 2013-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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