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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
| FL | RA | APPROVED | 2023-02-03 |
| MA | RA | APPROVED | 2023-01-20 |
Branch Locations
Delray Beach, FL • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Archer Bay Capital | Sarasota | FL | 05/2022 | Present |
| Integrated Advisors Network, Llc | Dallas | TX | 12/2022 | Present |
| Mutual Of America | New York | NY | 08/2014 | 03/2018 |
| Cornell University | Ithaca | NY | 10/2018 | 06/2020 |
| Cornell University | Ithaca | NY | 08/2021 | 06/2026 |
| Ker3 Enterprises Llc | Green Cove Springs | FL | 07/2020 | Present |
| Unemployed | Grafton | MA | 04/2018 | 09/2018 |
1. Archer Bay Capital, investsment related; 1990 Main Street, Ste. 750, Sarasota FL 34236; DBA; Managing Director; 5/2022; hours and duties in line with financial advisory business. 2. KER3 Enterprises LLC, non-investment related; 1350 Crystal Way, Unit 103, Delray Beach, FL 33444 Health Coaching; Owner; 12/2019; 2 hours/month; producing health-related podcast.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-12-28 |
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