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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-09 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| New York Life Insurance Co | Maitland | FL | 03/2021 | 09/2022 |
| Keller Williams | Orlando | FL | 04/2020 | 02/2021 |
| Kis Consulting Llc | Tampa | FL | 06/2020 | 07/2020 |
| Holiday Inn Club Vacations | Kissimmee | FL | 05/2019 | 01/2020 |
| Plugpv | Albany | NY | 01/2019 | 03/2019 |
| Vivint Solar | Orlando | FL | 05/2017 | 01/2019 |
| Solarcity | Williston | VT | 01/2016 | 03/2017 |
| Marriott Ownership Resort Inc | Orlando | FL | 06/2018 | 09/2018 |
| Nylife Securities Llc | Maitland | FL | 02/2021 | 09/2022 |
| Adastra Management Group Inc. | Orlando | FL | 02/2022 | 05/2022 |
| The Hype Agency Llc | Orlando | FL | 12/2021 | 05/2022 |
| Allegiant Travel Co | Indianapolis | IN | 03/2023 | 04/2023 |
| Trueblue Inc | Orlando | FL | 12/2022 | 01/2023 |
| Sunshine Rest Merger Sub Llc | Orlando | FL | 04/2022 | 07/2022 |
| Lynch Comm Construction | Albany | NY | 01/2019 | 12/2021 |
| Vr Us Holding, Inc | Orlando | FL | 12/2020 | 01/2021 |
| Comm Of Nissan Of Bloomington | Bloomington | IN | 06/2023 | 09/2023 |
| Cheesecake Factory | Orlando | FL | 07/2022 | 12/2022 |
| Cg Moneta Consulting | Orlando | FL | 05/2022 | 09/2023 |
| Unemployed | Williston | VT | 04/2017 | 04/2017 |
| Event Staffing; | Indianapolis | IN | 08/2021 | 09/2023 |
| J.P. Morgan Securities Llc | Bedford | IN | 10/2023 | 12/2025 |
| Jpmorgan Chase Bank, N.A. | Bedford | IN | 10/2023 | 12/2025 |
| Transamerica Investors Securities, Llc | Bloomington | IN | 12/2025 | Present |
| Transamerica Life Insurance Company | Bloomington | IN | 12/2025 | Present |
| United States Air Force Reserves | Peru | IN | 05/2023 | Present |
United States Air Force Reservist working as a Financial Management Technician. My duties revolve around travel and military pay.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-26 |
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