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3625 E 96Th St, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
Branch Locations
4830 W. Kennedy Blvd. Suite 450, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
Money Clarity & Co., LLC, Certified Financial Therapist/Professional Speaker/Owner (40 hours/month); KARR Solutions, Financial Coach/Owner (40 hours/ month); Special D Balls, LLC, 9% Owner (2 hours/month - currently not paid); The Lakeland TigerTown Rotary Club, Board member (10 hours/month - not paid); Love is Fur Ever Dog Rescue, Board Member (2 hours/month - not paid); Camp Fire Sunshine Central Florida, Board Member (5 hours/month - not paid); Junior League of Greater Lakeland, Member (4 hours/month - not paid)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-31 |
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