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663 N Franklin St. Ste 510, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baycare Health Systems | Clearwater | FL | 04/2022 | 07/2022 |
| Ameriprise Financial Services, Llc | Tampa | FL | 01/2020 | 11/2020 |
| Fidelity Investments | Tampa | FL | 07/2024 | 03/2025 |
| Unemployed | Tampa | FL | 05/2019 | 01/2020 |
| The University Of Tampa | Tampa | FL | 07/2020 | 04/2022 |
| The University Of Tampa | Tampa | FL | 12/2016 | 05/2019 |
| Ameriprise Financial Services, Llc | Bonita Springs | FL | 07/2021 | 04/2022 |
| Wells Fargo | Tampa | FL | 04/2022 | 01/2024 |
| The Beringer Group | Tampa | FL | 01/2024 | 05/2024 |
| University Of Central Florida | Orlando | FL | 05/2016 | 12/2016 |
| Wealth Warden Partners | Tampa | FL | 05/2025 | Present |
OBA-112487|OrgNmn:Modeling|Org Addr:Tampa,Florida,US|OBA Nature:Modeling|Invst Rel:N|Title:Independent Contractor|Duties:Photographic and commercial modeling.|StrtDt:08-26-24|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-24 |
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