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500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED_RES | 2024-05-22 |
Branch Locations
111 North Orange Ave Suite 800, Orlando, FL 32801 • United States
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
2000 W Sam Houston Pkwy S Unit 150, Houston, TX 77042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winn Dixie | Fern Park | FL | 05/2013 | 04/2017 |
| Tbi Management | Sanford | FL | 05/2018 | 04/2019 |
| Chick- Fil- A | Fern Park | FL | 12/2018 | 08/2021 |
| Unemployed | Fern Park | FL | 04/2017 | 07/2018 |
| Newport Group Consulting Llc | Lake Mary | FL | 09/2022 | 05/2024 |
| Strategic Wealth Designers | Bradenton | FL | 05/2024 | Present |
| Price Financial Services | Longwood | FL | 08/2020 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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