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743 8Th St, Clermont, FL 34711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Mount Dora | FL | 11/2020 | 11/2021 |
| Fifth Third Bank | Orlando | FL | 08/2020 | 10/2020 |
| Pinecrest Academy Four Corners | Clemont | FL | 07/2019 | 08/2020 |
| Fis | Maitland | FL | 12/2018 | 02/2019 |
| American Express | Sunrise | FL | 04/2016 | 09/2018 |
| Publix Super Markets Inc | Orlando | FL | 03/2019 | 04/2019 |
| Bluegreen Vacations Corporation | Boca Raton | FL | 06/2019 | 08/2019 |
| Volt Solar Solutions Llc | Orlando | FL | 10/2021 | 02/2023 |
| Adp Workmarket | Mainland | FL | 12/2022 | Present |
| Kingdom Energy Solutions Llc | Orlando | FL | 03/2023 | Present |
| Blue Jasper Capital Llc | Clermont | FL | 05/2025 | Present |
1) Kingdom Energy Solutions LLC; Not investment-related; 14422 Shoreside Way , Suite 110-271, Winter Garden, FL. 34787; Solar Energy Sales; Owner; Consult homeowners and business owners on the benefits of solar energy; Approx. 15% of time during the month. 2) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
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