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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
2502 N Rocky Point Drive Suite 675, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 11/2020 | 07/2026 |
| Baldwin Risk Partners | Tampa | FL | 08/2020 | 11/2020 |
| National Auto Care | Ponte Vedra | FL | 04/2019 | 08/2020 |
| Liberty University | Lynchburg | VA | 09/2019 | 05/2020 |
| National Auto Care | Ponte Vedra | FL | 07/2018 | 04/2019 |
| National Auto Care | Ponte Vedra | FL | 05/2017 | 06/2018 |
| Target | Jacksonville | FL | 06/2016 | 05/2017 |
| Bank Of America, N.A. | Tampa | FL | 03/2022 | 07/2026 |
| Capital Investment Advisors, Llc | Tampa | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
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