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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Tampa | FL | 10/2007 | Present |
| Mml Investors Services | Tampa | FL | 11/2007 | Present |
| Blackstone Wealth Management | Tampa | FL | 01/2012 | Present |
| Accurate Wealth Management | Wesley Chapel | FL | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-17 |
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