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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-07 |
Branch Locations
4755 East Bay Drive, Clearwater, FL 33764 • United States
208 E Louisiana Street Suite 301, Mckinney, TX 75069 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets Corp | Plano | TX | 07/2008 | 06/2017 |
| Patrick Capital Markets, Llc | St. Louis | MO | 01/2020 | 04/2021 |
| Alternative Core Solutions | Plano | TX | 01/2020 | 06/2025 |
| Trophy Technology | Trenton | TX | 07/2017 | Present |
| Innovation Partners Llc | Charlotte | NC | 04/2021 | 06/2025 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 04/2021 | 06/2025 |
| Csenge Advisory Group | Clearwater | FL | 06/2025 | Present |
| Highridge Advisory | Mckinney | TX | 06/2025 | Present |
1) Gunni Outdoors/Trophy Technology; Non-investment related; PO Box 6591 McKinney, TX 75071; Fishing Tackle; President/CEO; start date 8-03-17; 30 hours during trading; Sales, marketing, logistics. 2) Beniah Investments, LLC; Non-investment related; PO Box 6591 McKinney, TX 75071; real-estate - rental; Member; Start date 08-03-2017; 2 hours during trading hours; General Management and Member. 3) Elder Board/Pastoral , The Parks Church, not investment related, paid
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-07-11 |
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