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200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hill's Bbq And Catering | Gainesville | FL | 08/2016 | 12/2020 |
| Prescient Consulting Group | Tallahassee | FL | 09/2019 | 04/2020 |
| Bank Of America | Gainesville | FL | 06/2020 | 08/2020 |
| Unemployed | Tallahassee | FL | 08/2020 | 01/2021 |
| Bank Of America | Tallahassee | FL | 01/2021 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southampton | NJ | 07/2021 | 03/2024 |
| Bank Of America, N.A. | Southampton | NJ | 12/2021 | 03/2024 |
| Dynasty Financial Partners | St. Petersburg | FL | 03/2024 | Present |
| Dynasty Wealth Management, Llc | St. Petersburg | FL | 01/2025 | Present |
| Dynasty Securities, Llc | St. Petersburg | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
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