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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-11 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Usaa Investment Management Company | Tampa | FL | 06/2016 | 03/2019 |
| Raymond James & Associates, Inc. | St Petersburg | FL | 03/2019 | 05/2019 |
| Florida Educators Insurance Llc | Wesley Chapel | FL | 05/2019 | 02/2022 |
| Horace Mann Companies | Springfield | IL | 05/2019 | 02/2022 |
| Horace Mann Investors Inc | Springfield | IL | 06/2020 | 02/2022 |
| Lpl Financial Llc | Tampa | FL | 09/2022 | 07/2023 |
| Suncoast Credit Union | Tampa | FL | 06/2022 | 07/2023 |
| Oxford Advisory Group | Orlando | FL | 07/2023 | 08/2023 |
| Livunltd | Tampa | FL | 10/2023 | 01/2024 |
| Edelman Financial Engines | Santa Clara | CA | 02/2024 | 08/2025 |
| Unemployed | Tampa | FL | 03/2022 | 05/2022 |
| Edward Jones | St Louis | MO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 2013-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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