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361 N. Carolina Ave, Palm Harbor, FL 34683 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-31 |
| FL | RA | APPROVED | 2025-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benedictine University | Lisle | IL | 02/2016 | 03/2018 |
| Img Acamedy | Bradenton | FL | 03/2018 | 02/2020 |
| Unemployed | Bradenton | FL | 02/2020 | 08/2020 |
| Unemployed | Greenfield | IN | 08/2020 | 09/2020 |
| Unemployed | Carmel | IN | 09/2020 | 10/2020 |
| Oxford Financial Group, Ltd. | Carmel | IN | 10/2020 | 10/2024 |
| 49 Financial | Austin | TX | 01/2025 | 12/2025 |
| Mvrk Financial Consultants, Llc | Palm Harbor | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-12 |
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