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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
| FL | RA | APPROVED | 2025-03-12 |
Branch Locations
4477 Legendary Dr Unit 101, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Newark | DE | 06/2018 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 04/2019 | 09/2024 |
| J.P. Morgan Securities Llc | Newark | DE | 05/2020 | 09/2024 |
| Everything Gutter | Landenberg | PA | 05/2013 | 09/2018 |
| Liberty University | Lynchburg | VA | 08/2015 | 05/2019 |
| Liberty University | Lynchburg | VA | 01/2017 | 12/2017 |
| American Eagle Outfitters Inc. | Pittsburgh | PA | 01/2019 | 09/2019 |
| Land Investing | Newark | DE | 07/2020 | 05/2021 |
| Gutter Cleaning And Maintenance | Newark | DE | 07/2020 | 02/2021 |
| Raymond James & Associates, Inc. | Destin | FL | 11/2024 | Present |
(1)Name of Business: Address: 111 Jamestown Ave, Fort Walton Beach, FL, 32547, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Running a short term rental out of a portion of our home. My wife handles most of the day to day operations. I will help outside of work hours to prepare the home for new renters and manage bookings. (2)Name of Business: Ascent Growth LLC Address: 111 Jamestown Ave, Fort Walton Beach, FL, 32547, United States Activity Type: Business Owner Position/Title: Officer - CEO, Owner/Proprietor Investment Related: No Start Date: 07/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I plan to partner with businesses to help them increase efficiency through strategic implementation of AI. (3)Name of Business: Oasis Properties LLC Address: 111 Jamestown Ave, Fort Walton Beach, FL, 32547, United States Activity Type: Other Position/Title: Partner Investment Related: No Start Date: 05/10/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchase and sell vacant land. Property research. Not much attention is needed because there is nothing on the land. All activity is done outside of working hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
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