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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED_RES | 2026-03-19 |
Branch Locations
2 N. Tamiami Trail Suite 608, Sarasota, FL 34236 • United States
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 |
|---|---|---|---|---|
| Unemployed | Sarasota | FL | 03/2025 | 03/2026 |
| Fidelity Investments | Jacksonville | FL | 06/2021 | 03/2026 |
| Arden Courts Memory Care Of Tampa | Tampa | FL | 01/2017 | 04/2017 |
| University Of South Florida | Tampa | FL | 05/2015 | 06/2017 |
| Beards Diamonds | Jacksonville | FL | 07/2019 | 04/2021 |
| Unemployed | Jacksonville | FL | 04/2021 | 06/2021 |
| Levy Jewelers | Jacksonville | FL | 03/2019 | 07/2019 |
| City Of Jacksonville | Jacksonville | FL | 01/2019 | 02/2019 |
| Unemployed | Jacksonville | FL | 07/2017 | 01/2019 |
| Janney Montgomery Scott Llc | Sarasota | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-26 |
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