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39 Broadway Suite Suite 1115, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-16 |
| NY | RA | APPROVED | 2022-07-18 |
Branch Locations
39 Broadway Suite Suite 1115, New York, NY 10006 • United States
150 Second Ave. North Suite 400, St. Petersburg, FL 33701 • United States
Safety Harbor, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Securities, Llc | Clearwater | FL | 08/2008 | 04/2018 |
| Unemployed | Safety Harbor | FL | 04/2018 | 08/2018 |
| Public Resources Advisory Group | St. Petersburg | FL | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-19 |
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