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33 South Indiana Avenue, Englewood, FL 34223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-02-19 |
| VA | RA | APPROVED | 2025-07-16 |
Branch Locations
33 South Indiana Avenue, Englewood, FL 34223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Reston | VA | 03/2014 | 04/2019 |
| Clockwise Capital Llc (Formerly Professorportfolios Llc) | Sunrise | FL | 05/2019 | 10/2023 |
| Unemployed | Fairfax | VA | 04/2019 | 05/2019 |
| Fiduciary Planning | Englewood | FL | 10/2023 | Present |
Name of Outside Business:Rental Property; Investment Related:Yes; Address of Outside Business:Fairfax, VA and Benton AR; Nature of Outside Business:Rental Property; Start Date:9/2022; During trading hours:0 hour; Outside trading hours:10 hours; Percentage of total yearly compensation expected to be derived from the business: 5; Description of Duties: Rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-26 |
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