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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Punta Gorda | FL | 10/2008 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 09/2018 | 05/2019 |
| Raymond James & Associates | Port Charlotte | FL | 05/2019 | 05/2021 |
| Commonwealth Financial Network | Waltham | MA | 05/2021 | 09/2025 |
| Osaic Wealth Inc | Englewood | FL | 09/2025 | Present |
1. Residential real estate sales agent; Located in North Port, FL; as of 5/4/2022; 0% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-31 |
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