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205 East Orange Street #310, Lakeland, FL 33801-4611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-20 |
Branch Locations
205 East Orange Street #310, Lakeland, FL 33801-4611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Winter Haven | FL | 03/2015 | 08/2018 |
| Raymond James Financial Services, Inc. | Winter Haven | FL | 08/2018 | 07/2020 |
| Raymond James Financial Services Advisors, Inc. | Winter Haven | FL | 08/2018 | 07/2020 |
| Raysway, Inc. | Winter Haven | FL | 07/2020 | 07/2022 |
| Cps Investment Advisors | Lakeland | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-22 |
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