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7901 4Th St N Ste 300, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
Branch Locations
7901 4Th St N Ste 300, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Lone Tree | CO | 04/2004 | 11/2019 |
| Us Cherry | Miami | FL | 03/2021 | Present |
| Ihl Investment Services | Denver | CO | 11/2019 | 05/2021 |
| Ticr | New York | NY | 05/2021 | 08/2022 |
| Eboursa Inc. | Naples | FL | 08/2021 | 08/2022 |
| Zacks Investment Research, Inc. | Chicago | IL | 09/2021 | Present |
| Cornerstone Portfolio Research | Chester Springs | PA | 07/2022 | Present |
Zacks Investment Research, Inc.; Investment Related: Yes; Chicago, IL; Senior Research Analyst; Start Date: 2021-09; Hours per month devoted to business during trading hours: 70; Total Hours per month devoted to business: 80. Cornerstone Portfolio Research; Investment Related: Yes; Chester Springs, PA, Portfolio Manager; Start Date: 2022-07; Hours per month devoted to business during trading hours: 70; Total Hours per month devoted to business: 80.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 2001-05-22 |
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