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Altamonte Springs, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onefirm Consulting, Llc | Winter Park | FL | 02/2020 | Present |
| Onefirm Consulting, Llc | Winter Park | FL | 06/2019 | 02/2020 |
| Unemployeed | Oviedo | FL | 12/2017 | 06/2019 |
| Finastra | Lake Marky | FL | 06/2017 | 12/2017 |
| D&H | Lake Mary | FL | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-01 |
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