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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
| FL | RA | APPROVED | 2023-08-23 |
Branch Locations
225 Water Street Suite 1235, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 07/2023 | Present |
| Encor Solar | Gainesville | FL | 01/2023 | 04/2023 |
| American Senior Benefits | Tampa | FL | 05/2022 | 10/2022 |
| Koss Olinger | Gainesville | FL | 01/2021 | 04/2022 |
| Carrabba's Italian Grill | Vero Beach | FL | 05/2020 | 07/2020 |
| Saint Andrew's Episcopal Church | Fort Pierce | FL | 04/2018 | 07/2019 |
| Unemployed | Fort Pierce | FL | 07/2013 | 03/2018 |
| Hawk's Hammock Holdings, Llc | Fort Pierce | FL | 03/2020 | Present |
| Native Design Architecture, Llc | Fort Pierce | FL | 03/2020 | Present |
| Cameron Slack | Gainesville | FL | 03/2022 | Present |
| Unemployed | Gainesville | FL | 08/2019 | 03/2020 |
None of the below businesses are investment related and currently I spend 0 hours a week in any of the businesses. For the LLCs I am a member for further liability protection in a multi-person LLC for my mother (Valerie Slack), and the notary may be used to help future clients if need be. I have no job responsibilities/duties for any of these positions other than notifying the state if I move addresses as a Notary and following proper legal standards if I notarize documents.1. Notary: Have the ability to notarize documents on behalf of others, 09/07/2023. 2. Hawk's Hammock Holdings, LLC,5103 Palmetto Avenue Fort Pierce Florida: A holding company for real estate and small amounts of liquid investments (cash and money markets - unmanaged) 05/01/2020, 3. Native Design Architecture, LLC, 200 S Indian River Dr, Fort Pierce, FL 34950: A small architecture firm (<10 employee's) focusing on environmentally conscious 01/31/2025design (LEED) that helps both commercial and residential customers in the Treasure Coast area.05/01/2020, 4. Transparent Insurance Service LLC,dba of Transparent financial services, official name Transparent Retirement Group, independent contractor, sell Medicare Advantage and Supplement Plans. 01.31.2025, 20HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-23 |
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