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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-03 |
| ID | RA | APPROVED | 2023-10-12 |
| SD | RA | APPROVED | 2022-04-12 |
| FL | RA | APPROVED | 2022-04-04 |
| AL | RA | APPROVED | 2022-03-25 |
| AR | RA | APPROVED | 2022-03-25 |
| CA | RA | APPROVED | 2022-03-25 |
| CO | RA | APPROVED | 2022-03-25 |
| MD | RA | APPROVED | 2022-03-25 |
| MS | RA | APPROVED | 2022-03-25 |
| NY | RA | APPROVED | 2022-03-25 |
| PA | RA | APPROVED | 2022-03-25 |
| SC | RA | APPROVED | 2022-03-25 |
| TX | RA | APPROVED | 2022-03-25 |
Branch Locations
1221 Turner St Suite 101, Clearwater, FL 33756 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinellas Suncoast Transit Authority | St Petersburg | FL | 11/2013 | 11/2021 |
| Financial & Retirement Strategies Inc | Clearwater | FL | 06/2007 | Present |
| Kingswood Wealth Advisors Llc | Seminole | FL | 03/2022 | Present |
1) Financial and Retirement Strategies, Inc. - not investment related - 1221 Turner St. Ste. 101 Clearwater, FL 33756 - tax preparation - part time assistant - 7/12/2007 - 25 hours - 0 hours - clerical and administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-05 |
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