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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orlando | FL | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 04/2018 |
| Ameriprise Financial Services, Inc. | Clearwater | FL | 04/2018 | 05/2019 |
| Raymond James & Associates, Inc. | Tampa | FL | 08/2019 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 01/2022 | 03/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2024 | 01/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2024 | 01/2025 |
| Osaic Wealth, Inc | Tampa | FL | 05/2025 | Present |
| Unemployed | Fairfield | IA | 01/2025 | Present |
1) GFA FINANCIAL GROUP, LLC. POSITION: Registered Client Relations Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/12/2025 ADDRESS: 5601 Mariner Street, Suite 475, Tampa FL 33609, United States DESCRIPTION: Registered Sales Assistant to Tara Clark, Matt Garvin, and Mike Milas.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-24 |
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