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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED_RES | 2025-09-04 |
Branch Locations
3945 N. Vantage Dr. Suite 3, Fayetteville, AR 72703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Bentonville | AR | 06/2016 | 10/2016 |
| Subteach Usa | Bentonville | AR | 11/2016 | 05/2018 |
| Akins Natural Foods | Rogers | AR | 12/2016 | 05/2017 |
| Jpmorgan Chase Bank, Na | Rowlett | TX | 05/2018 | 12/2024 |
| J.P. Morgan Securities Llc | Rowlett | TX | 05/2018 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Rockwall | TX | 01/2025 | 08/2025 |
| Wells Fargo Bank, Na | Rockwall | TX | 12/2024 | 08/2025 |
| Raymond James & Associates Inc. | Fayetteville | AR | 08/2025 | Present |
Renting out former primary residence, 4119 Hudson St Rockwall, TX 75087. This activity is NOT investment-related. Activity/rental period should start September/October 2025. I may give up to 1 hour total a month attention to activity in remote landlord/owner capacity, but 0 hours during business hours and 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-29 |
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