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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lakeland | FL | 01/2013 | 11/2023 |
| Primerica Financial Services | Lakeland | FL | 05/2012 | 11/2023 |
| Fisher Investments | Tampa | FL | 11/2023 | 08/2025 |
| Osaic Institutions, Inc. | Lakeland | FL | 09/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| Cetera Investment Advisers Llc | Lake Wales | FL | 06/2026 | Present |
| Citizens Bank And Trust | Lake Wales | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-23 |
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