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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-31 |
| VA | RA | APPROVED | 2025-05-08 |
| AZ | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED | 2022-06-29 |
Branch Locations
4221 W Boy Scout Blvd Suite 190, Tampa, FL 33607 • United States
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
St. Pete Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 08/2020 | 07/2021 |
| Student | Tallahassee | FL | 11/2019 | 08/2020 |
| American Campus Communities | Tallahassee | FL | 05/2019 | 11/2019 |
| Unemployed | Tallahassee | FL | 09/2018 | 05/2019 |
| Scion Group | Tallahassee | FL | 06/2018 | 09/2018 |
| Scion Group | Tallahassee | FL | 09/2017 | 06/2018 |
| Unemployed | Chatham | NJ | 08/2009 | 09/2017 |
| Chatham Middle School | Chatham | NJ | 09/2009 | 09/2016 |
| Florida State University | Tallahasse | FL | 08/2016 | 05/2020 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 08/2020 | 07/2021 |
| Raymond James & Associates, Inc. | St Petersburg | FL | 08/2021 | 06/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 06/2022 | 11/2024 |
| Edelman Financial Engines | Santa Clara | CA | 11/2024 | 05/2025 |
| Edelman Financial Engines | Santa Clara | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-13 |
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