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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| FL | RA | APPROVED | 2022-06-03 |
Branch Locations
4830 W Kennedy Blvd Ste 550, Tampa, FL 33609 • United States
Dunedin, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 09/2015 | 08/2018 |
| United States Army Reserves | Harlingen | TX | 04/2014 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 08/2018 | 05/2022 |
| Principal Life Insurance Company | Tampa | FL | 05/2022 | Present |
| Principal Securities Inc | Tampa | FL | 05/2022 | Present |
| Spinello Wealth Management | Tampa | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-06 |
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