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Orlando, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Universal Orlando Resort | Orlando | FL | 04/2014 | 05/2021 |
| University Of Central Florida College Of Medicine | Orlando | FL | 08/2015 | Present |
| Odd-O-Ts | Orlando | FL | 07/2014 | 01/2019 |
| Lock Talent | Orlando | FL | 09/2017 | 09/2020 |
| Powel Crosley Estate | Sarasota | FL | 01/2014 | 05/2023 |
| Plan & Act Pension Advisors | Orlando | FL | 07/2021 | 06/2023 |
| Plan & Act | Orlando | FL | 11/2020 | 06/2023 |
| G4 Financial Planning, Llc | Orlando | FL | 06/2023 | Present |
UNIVERSITY OF CENTRAL FLORIDA COLLEGE OF MEDICINE; NON-INVESTMENT RELATED; 08/2015; ORLANDO, FL; STANDARDIZED PATIENT EDUCATOR; 180 HRS/MONTH INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
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