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831 West Morse Blvd, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partners Credit Union | Orlando | FL | 03/2012 | Present |
| Lpl Financial, Llc | Orlando | FL | 03/2012 | 03/2024 |
| Fortune Financial Services | Monaca | PA | 06/2024 | Present |
1. 08/16/2023 - No Business Name - Real Estate Rental - Investment Related - Orlando, FL - Start Date 08/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 2.) 4/18/2024 - RIA - Sandhill Wealth Mgmt - IAR - 40 hrs week during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-30 |
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