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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-02 |
| WI | RA | APPROVED | 2025-11-26 |
Branch Locations
20800 Swenson Drive Suite 325, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 01/2017 | 06/2017 |
| Ultimate Medical Academy | Tampa | FL | 07/2016 | 10/2016 |
| Morgan Stanley | San Antonio | TX | 10/2017 | 08/2019 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 12/2019 | 04/2020 |
| Unemployed | The Colony | TX | 08/2019 | 11/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 06/2020 | 07/2021 |
| Fidelity Investments | West Lake | TX | 12/2019 | 05/2020 |
| Unemployed | Port Richey | FL | 07/2017 | 09/2017 |
| Uma Education, Inc | Tampa | FL | 07/2016 | 10/2016 |
| The Dmw Collection Llc | The Colony | TX | 06/2020 | Present |
| Fas Trac | Port Richey | FL | 05/2016 | 12/2016 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2023 | 07/2024 |
| Morgan Stanley | Greenwood Village | CO | 09/2024 | 10/2025 |
| Raymond James & Associates, Inc. | Brookfield | WI | 11/2025 | Present |
The DMW Collection LLC; Investment related Yes; THE COLONY, Texas; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 1; Administrative, Customer Service, Sales/Marketing, Labor/Service, Business Development/Growth, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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