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420 S. Orange Ave. Suite 825, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-26 |
Branch Locations
420 S. Orange Ave. Suite 825, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Ocala | FL | 02/2018 | 01/2023 |
| Raymond James | Ocala | FL | 09/2016 | 10/2017 |
| Zenith Advisory Group, Llc | The Villages | FL | 01/2023 | 08/2025 |
| N/A | N/A | FL | 10/2017 | 02/2018 |
| Raymond James | Ocala | FL | 07/2016 | 10/2017 |
| Cogent Private Wealth | Orlando | FL | 09/2025 | Present |
Licensed Insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-28 |
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