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200 Central Ave 4Th Floor, St Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-16 |
| FL | RA | APPROVED | 2024-06-13 |
Branch Locations
200 Central Ave 4Th Floor, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Distributors, Llc | St. Petersburg | FL | 04/2022 | 01/2024 |
| Nestimate Investment Management, Llc | St Petersburg | FL | 05/2024 | Present |
| The Retirement Innov8Ion Lab, Llc | St Petersburg | FL | 01/2024 | Present |
| Raymond James & Associates, Inc | St Petersburg | FL | 07/2018 | 04/2022 |
| Fidelity Investments Insitutional Services | Smithfield | RI | 10/2012 | 07/2018 |
| Nestimate, Inc. | St. Petersburg | FL | 02/2024 | Present |
I am the Founder of The Retirement Innov8ion Lab which produces thoughtful leadership and innovative ideas for the retirement plan industry. I am the Chief Investment Officer for Nestimate, Inc., the parent company of Nestimate Investment Management, LLC. Nestimate, Inc is a fintech firm that offers tools to financial advisors to analyze in-plan annuities. I spend approximately 5% of my time engaged in these activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-14 |
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