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West Point, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dick's Sporting Goods | Clearwater | FL | 10/2014 | 12/2017 |
| Cps Investment Advisors | Lakeland | FL | 06/2020 | 08/2020 |
| Full Caliber, Llc | Sioux Falls | SD | 11/2019 | 04/2020 |
| Tapfin/Ey | Tampa | FL | 12/2019 | 01/2021 |
| Betto Marketing, Llc | Tampa | FL | 10/2019 | 05/2024 |
| Money Planning, Llc | Tampa | FL | 10/2019 | 03/2025 |
| Ernst & Young Investment Advisers Llp | Tampa | FL | 01/2021 | 03/2024 |
| Instrumental Wealth, Llc | Tampa | FL | 04/2024 | 11/2024 |
| Zero Day Capital Enterprises Llc | Brooklyn | NY | 03/2025 | Present |
| Provise Management Group, Llc | New Port Richey | FL | 01/2018 | 03/2018 |
| Money Planning, Llc | Tampa | FL | 03/2025 | Present |
| Unemployed | Tampa | FL | 04/2018 | 10/2019 |
(1) Money Planning, LLC; Yes; Tampa, FL; Insurance Services; Insurance Agent; 03/2025; 80/ HRS MO; 80/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-30 |
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