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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-16 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 07/2021 | 08/2022 |
| F4 Wealth Advisors | Winter Park | FL | 01/2021 | 05/2021 |
| Rollins College | Winter Park | FL | 05/2018 | 05/2021 |
| Airtech Of Pensacola Inc | Pensacola | FL | 11/2013 | 04/2018 |
| Airtech Of Pensacola Inc | Pensacola | FL | 05/2019 | 08/2019 |
| Second Harvest Of Central Florida | Orlando | FL | 09/2020 | 02/2021 |
| Unemployed Student/Covid | Winter Park | FL | 09/2019 | 08/2020 |
| Rollins College | Winter Park | FL | 09/2016 | 05/2017 |
| Unemployed | Winter Park | FL | 06/2017 | 04/2018 |
| Unemployed | Winter Park | FL | 10/2018 | 04/2019 |
| Tiaa | Frisco | TX | 12/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 12/2022 | Present |
| Airtech Of Pensacola | Pensacola | FL | 08/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-12 |
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