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101 E Kennedy Blvd # 1425, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
Jacksonville, FL • United States
101 E Kennedy Blvd # 1425, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evercore Group Llc | New York | NY | 06/2017 | 07/2019 |
| The Fl Institute For The Commercialization Of Public Research | Gainesville | FL | 08/2016 | 04/2017 |
| Capco Asset Management, Llc | Tampa | FL | 07/2019 | 04/2022 |
| Capco Asset Management, Llc | Tampa | FL | 04/2025 | Present |
| Highsage Ventures | Boston | MA | 06/2022 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-21 |
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