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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| FL | RA | APPROVED | 2022-12-09 |
Branch Locations
910 E Tarpon Ave, Tarpon Springs, FL 34689 • United States
7419 State Road 52, Bayonet Point, FL 34667 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bayonet Point | FL | 11/2011 | 07/2017 |
| Bank Of America, N.A. | Bayonet Point | FL | 03/2012 | 07/2017 |
| Independent Financial Group | Clearwater | FL | 07/2017 | 04/2019 |
| International Assets Advisory, Llc | Tampa | FL | 04/2019 | 10/2020 |
| International Assets Investment Management, Llc | Tampa | FL | 04/2019 | 10/2020 |
| World Financial Group | Tampa | FL | 10/2020 | Present |
| Transamerica Financial Advisors, Inc | Tampa | FL | 02/2021 | Present |
| Fortitude Financial Group | Clearwater | FL | 08/2017 | 04/2018 |
| Vital Guidance/Iaa | Tampa | FL | 04/2018 | 10/2020 |
| Pasco County Schools | Shady Hills | FL | 11/2019 | 08/2021 |
| Robert Hall Enterprises | Hudson | FL | 04/2021 | Present |
| United Health Group Dba United Healthcare | Minnetonkwa | MN | 11/2017 | 08/2022 |
| Mpowering America | Henderson | NV | 08/2021 | 08/2022 |
| Occasional Resale Of Season Tickets | Hudson | FL | 08/2004 | Present |
| Geico | Lakeland | FL | 12/2021 | 02/2022 |
| Pinnacle Financial Services | Warminster | PA | 03/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bayonet Point | FL | 08/2022 | Present |
| Bank Of America N.A. | Bayonet Point | FL | 08/2022 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Robert Hall Enterprises | NOT INVESTMENT RELATED |12248 Ridgedale Dr, Hudson, FL- Florida 34669 | r.hall@tfaconnect.com | assist with bus docs | Consultant | START DATE: 4/1/2021 | 2HR/MO-0HR DURING TRADING | None daily occasional assistance with business documents/taxes. United Health Group DBA United HealthCare | NOT INVESTMENT RELATED | 9900 Bren Rd / E. MN008-T-615, Minnetonkwa, MN 55343 | https://www.uhc.com | Medicare/Medicaid options | Independent agent | START DATE:4/1/2017 | 2HR/MO-0HR DURING TRADING | Assist in annual enrollment and answer questions concerning coverage. MPOWERING AMERICA | NOT INVESTMENT RELATED | 2485 Village View Dr #109 Henderson, NV- Nevada 89074 | Debt Reduction Program | Independent Agent | https://www.mpoweringamerica.com | START DATE: 8/4/2021 | 10HR/MO-0HR DURING TRADING | Uncover debt when meeting with clients and potential clients. Pinnacle Financial Services / 0322-Present / Investment Related: No / 65 W Street Rd. Suite A-101 Warminster, PA 18974 / Sales Rep / Medicare Sales / Hrs. Work Monthly: 10 / Sec Trading Hrs: 0 / Provide Medicare options for new enrollees and clients that want to switch during open enrollment I*2593267, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: doordash, Address: San Francisco, California, 94107, Investment Related: N, Position, Title, Association: ["Employee"], Employee State Date: 07/08/2025, No Hours: 30 Weekly, No Hours during Trading: 0 Weekly, Duties: deliveries deliver food
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-28 |
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