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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-16 |
Branch Locations
401 E. Jackson Street 20Th Floor, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 01/2020 | 04/2022 |
| Seminole Hard Rock | Tampa | FL | 07/2019 | 06/2020 |
| Integrity Express Logistics | Tampa | FL | 04/2019 | 06/2020 |
| Robert Half | Tampa | FL | 07/2018 | 03/2019 |
| 717 South | Tampa | FL | 05/2017 | 06/2019 |
| Pacific Sunwear | Tampa | FL | 10/2015 | 10/2016 |
| The University Of Tampa | Tampa | FL | 08/2014 | 05/2018 |
| Sanford C. Bernstein & Co., Llc | Tampa | FL | 05/2022 | 10/2024 |
| Truist Investment Services, Inc | Tampa | FL | 10/2024 | Present |
| Truist Advisory Services, Inc | Tampa | FL | 01/2025 | Present |
LIONS WORLD VISION INSTITUTE FOUNDATION POSITION: Board Member NATURE: Lions World Vision Institute is a global nonprofit dedicated to honoring vision as a basic human right. Their work reaches around the globe and includes transplant services, innovative research and technologies, vision services, and education in local and international communities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: Tampa FL, United States DESCRIPTION: I am a board member for the LWVI Foundation, which was created as a separate 501c3 to be the charitable arm of LWVI. My duties include attending board meetings and being an advocate for LWVI in the community. Board members are also encouraged to sponsor one of their annual fundraising events and to generate interest/gain attendees for these events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-15 |
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