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511 W. Bay Street Suite 310, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-20 |
| FL | RA | APPROVED | 2009-06-26 |
Branch Locations
511 W. Bay Street Suite 310, Tampa, FL 33606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agw Capital Advisors | Tampa | FL | 04/2009 | Present |
Member of the Finance Committee for St. Mary's Episcopal Day School, located at 2101 S Hubert Ave Tampa FL. This is a volunteer position that requires investment related activities that relate to the portfolio. This position takes about 1-2 hours per month outside securities trading hours and consists of attending meetings, monitoring investment consultant through periodic investment review meetings, review budget, assist in other non-investment related topics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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