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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
| MS | RA | APPROVED | 2025-07-16 |
| IA | RA | APPROVED | 2024-11-01 |
| IL | RA | APPROVED | 2024-10-14 |
| NC | RA | APPROVED | 2024-10-05 |
| KY | RA | APPROVED | 2024-09-16 |
| WI | RA | APPROVED | 2024-08-22 |
| WV | RA | APPROVED | 2024-06-24 |
| NY | RA | APPROVED | 2024-01-21 |
| AZ | RA | APPROVED | 2023-10-10 |
| MI | RA | APPROVED | 2023-08-28 |
| WA | RA | APPROVED | 2023-04-04 |
| CO | RA | APPROVED | 2023-02-21 |
| GA | RA | APPROVED | 2023-02-03 |
| TX | RA | APPROVED | 2023-02-03 |
| OH | RA | APPROVED | 2023-02-01 |
| VA | RA | APPROVED | 2023-02-01 |
| FL | RA | APPROVED | 2023-01-26 |
Branch Locations
4200 W Cypress Street Suite 700, Tampa, FL 33607 • United States
Lithia, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Quality Logistics | Tampa | FL | 01/2017 | 01/2018 |
| Ferguson Enterprises Llc | Orlando | FL | 02/2018 | 02/2022 |
| Kumon | Orlando | FL | 06/2015 | 12/2016 |
| Westshore Financial Group | Tampa | FL | 02/2022 | Present |
| Guardian Life Insurance Company | Tampa | FL | 02/2022 | Present |
| Park Avenue Securities | Tampa | FL | 03/2022 | Present |
| Guardian Life Insurance Company | Lithia | FL | 12/2024 | Present |
| Park Avenue Securities | Lithia | FL | 12/2024 | Present |
1) Talley Capital, LLC-DBA Start Date: 5/8/2024 Address: 4200 W Cypress St. Suite 700 Tampa, FL 33610, 120 total hours per month; 120 during normal securities trading, Greater than 10% Annual Compensation, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-18 |
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