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963 Highland Avenue, Dunedin, FL 34698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors | Tampa | FL | 09/2015 | 01/2017 |
| Snyder Financial Group | Tampa | FL | 02/2017 | 12/2018 |
| Unemployed | St. Petersburg | FL | 01/2019 | 06/2019 |
| Raymond James Financial Services, Inc | Tampa | FL | 07/2019 | 09/2019 |
| Raymond James Financial Services Advisors Inc. | Tampa | FL | 09/2019 | 04/2021 |
| Waller & Wax Advisors, Inc. | Tampa | FL | 07/2019 | 04/2021 |
| Ars Wealth Advisors | St. Petersburg | FL | 04/2021 | 07/2021 |
| Ars Wealth Advisors Group, Llc | St. Petersburg | FL | 07/2021 | 05/2025 |
| Client 1St Advisory Group | Dunedin | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2015-11-24 |
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