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124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-20 |
Branch Locations
124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polk County School Board | Lakeland | FL | 08/2007 | Present |
| Core Wealth Advisors, Inc. | Lakeland | FL | 03/2015 | Present |
| Asr Associates, Inc. | Lakeland | FL | 02/2006 | 12/2024 |
1) POLK COUNTY SCHOOL BOARD (NOT INVESTMENT-RELATED) ADDRESS-PO BOX 391, BARTOW, FL 33831-0391. START DATE - 8/1/07. AUGUST TO OCTOBER ONLY WORKS AS A PART-TIME GOLF COACH FOR 16 HOURS MON-THURS. APPROX. 1-4 HOURS PER WEEK WOULD BE DURING SECURITIES TRADING HOURS. 2) GOLDEN LAKES COMMUNITY DEVELOPMENT DISTRICT; NOT INVESTMENT RELATED; 313 CAMPUS STREET, CELEBRATION, FL 34747; POSITION: SUPERVISOR; START DATE: 11/17/20; 10 HOURS PER MONTH SPENT ON THIS ACTIVITY, LESS THAN 2 HOURS PER MONTH DURING TRADING HOURS; DUTIES: ELECTED SUPERVISORS ARE RESPONSIBLE FOR THE EVERYDAY GOVERNING OF THE DISTRICT, ITS STAFF, RESIDENTS AND FACILITIES AS WELL AS PLANNING FOR THE FUTURE OF THE DISTRICT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-08 |
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