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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | Tampa | FL | 01/2026 | Present |
| Invisors | Atlanta | GA | 08/2023 | 08/2024 |
| Ced | Cocoa | FL | 05/2022 | 08/2022 |
| Northwestern Mutual | Orlando | FL | 05/2021 | 10/2021 |
| Elifeguard | Rockledge | FL | 08/2017 | 08/2019 |
| Truist | Tampa | FL | 11/2024 | 12/2025 |
| Florida State University | Tallahassee | FL | 08/2022 | 07/2023 |
| Florida State University | Tallahassee | FL | 08/2021 | 05/2022 |
| Full Time Student | Melbourne & Tallahassee | FL | 08/2015 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-06 |
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