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1606 Meadowview Road, Wausau, WI 54403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-09 |
| FL | RA | APPROVED | 2026-04-14 |
| WI | RA | APPROVED | 2025-12-04 |
Branch Locations
1606 Meadowview Road, Wausau, WI 54403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2022 | 09/2023 |
| American Income Life | Boynton Beach | FL | 04/2022 | 06/2022 |
| Qualfon | Casselberry | FL | 08/2021 | 11/2021 |
| United Healthcare | Maitland | FL | 01/2020 | 08/2021 |
| Knights Of Columbus Insurance | Orlando | FL | 04/2018 | 01/2020 |
| Regina Monte Carmeli Co-Op | College Park | FL | 08/2020 | 05/2021 |
| Saint Scholastica Academy | Winter Park | FL | 08/2018 | 05/2020 |
| Diocese Of Orlando | Orlando | FL | 01/2017 | 10/2017 |
| Diocese Of Fort Worth | Fort Worth | TX | 10/2012 | 12/2016 |
| University Of Dallas | Irving | TX | 08/2016 | 12/2016 |
| Unemployed | Apopka | FL | 11/2021 | 04/2022 |
| Unemployed | Maitland | FL | 10/2017 | 04/2018 |
| Pruco Securities Llc | Orlando | FL | 11/2023 | 01/2025 |
| The Prudential Insurance Company Of America | Orlando | FL | 01/2024 | 01/2025 |
| Lpl Enterprise, Llc | Orlando | FL | 11/2024 | 01/2025 |
| Borger Capital Management Llc | Wausau | WI | 08/2025 | Present |
| Unemployed | Apopka | FL | 01/2025 | 08/2025 |
Ecunic; not investment related; Apopka, FL; Ebay sales; sales; start date 8/17; 0 hours/month; 0 trading hours/month; sales of home items General Health; not investment related; Apopka, FL; General Health Sales; Agent; start date 11/23; 0 hours/month; 0 trading hours/month; general health sales ROYALTY (VA0002243573) POSITION: Owner NATURE: Sole use of a copyright INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 1113 Pavia Drive, Apopka FL 32703, United States DESCRIPTION: Collecting royalties. In 2021, I received about $1,300. Currently, only been receiving around $100 a year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
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