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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | Tampa | FL | 03/2026 | Present |
| Northern Trust | Tampa | FL | 01/2019 | 03/2026 |
| Unemployed | Fort Myers | FL | 05/2018 | 12/2018 |
| University Of Notre Dame | Notre Dame | IN | 09/2017 | 04/2018 |
| Vogelhood Group | Washington | DC | 05/2017 | 08/2017 |
| University Of Notre Dame | Notre Dame | IN | 09/2016 | 04/2017 |
CFA TAMPA BAY POSITION: Board of Directors NATURE: CFA Society Tampa Bay is an affiliate of the CFA Institute, the premiere professional organization for CFA Charter holders, investment professionals, educators, financial services providers and students. Our mission is to enhance the success of our members and lead our local financial community by promoting the highest standards of ethics, education and professional excellence. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2026 ADDRESS: Tampa FL, United States DESCRIPTION: Outreach Committee member. Spread the mission across the Tampa community, attend CFA Society events, and engage candidates and younger members.
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