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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-16 |
Branch Locations
13919 Carrollwood Village Run, Suite A, Tampa, FL 33618 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 02/2010 | 02/2018 |
| Lpl Financial Llc | Tampa | FL | 02/2018 | 08/2024 |
| Pks | Albany | NY | 08/2024 | 03/2026 |
| Journey Strategic Wealth | Tampa | FL | 08/2024 | 03/2026 |
| Hightower | Chicago | IL | 03/2026 | Present |
1. 02/14/2018 - MDL Insurance Advisors, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Consultant - Start Date 6/1/2006. 2. 02/14/2018 - No Business Name - Not Investment Related - 13309 Winding Oak Ct. Suite A Tampa, FL 33612 - Real Estate Rental - Owner - Start Date 9/2012. 3. Journey Strategic Wealth dba MDL Wealth Management. Investment Related. At registered location. RIA. Financial Advisor. 8/2024. 160 hrs/month all during trading hrs. Financial planning and investment management. 4. Fixed Insurance. Investment related. At Registered location. Independent insurance. Agent. Fixed/Traditional insurance. 8/2024. 10 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-15 |
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