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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
Branch Locations
1410 N. Westshore Blvd., Suite 410, Tampa, FL 33607 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 08/2020 | 12/2020 |
| Cardinal Group Management | Oxford | MS | 07/2019 | 07/2020 |
| Miss Behavin, Ivy Virginia Llc | Oxford | MS | 02/2018 | 07/2019 |
| Univeristy Of Mississippi | Oxford | MS | 08/2016 | 05/2020 |
| Team Enterprises | Oxford | MS | 07/2019 | 05/2021 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 08/2020 | 12/2020 |
| Fisher Investments | Tampa | FL | 01/2021 | 07/2024 |
| Fisher Investments | Tampa | FL | 07/2024 | 08/2025 |
| Sequoia Financial Group | Akron | OH | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-29 |
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