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333 3Rd Ave N. Suite 400, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-18 |
| FL | RA | APPROVED | 2026-05-10 |
Branch Locations
333 3Rd Ave N. Suite 400, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Dba Redwood Financial | Fort Worth | TX | 04/2015 | 12/2017 |
| Fisher Investments | Tampa | FL | 01/2018 | 05/2022 |
| Sequoia Financial Group, L.L.C. | Tampa | FL | 05/2022 | 02/2026 |
| Wild Iris Financial Llc | St. Petersburg | FL | 01/2026 | Present |
owns and manages a rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-12 |
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