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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-06 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Alpine Securities Corporation | Salt Lake City | UT | 03/2021 | 06/2021 |
| Sitemetric, Llc | Houston | TX | 04/2020 | 06/2020 |
| Cheesetique | Alexandria | VA | 05/2019 | 08/2019 |
| Buonarroti Designs | St. Augustine | FL | 09/2017 | 10/2018 |
| Embark Llc (Dba Embark Dc) | Germantown | MD | 01/2017 | 12/2017 |
| Caregiver | Oceanside | CA | 07/2020 | 09/2020 |
| Atmos Tool Company | Taringa | 07/2016 | 12/2016 | |
| National Adventures Llc (Dba Capital Adventures) | Arlington | VA | 11/2018 | 04/2019 |
| National Adventures Llc (Dba Capital Adventures) | Arlington | VA | 09/2019 | 02/2020 |
| National Adventures Llc (Dba Capital Adventures) | Arlington | VA | 10/2020 | 03/2021 |
| E*Trade Securities Llc | Temple Terrace | FL | 11/2021 | 12/2023 |
| Caregiver | Colorado Springs | CO | 07/2021 | 10/2021 |
| Morgan Stanley | Temple Terrace | FL | 01/2023 | 12/2023 |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | 12/2023 |
| Star Harbor Investments Inc | Apollo Beach | FL | 01/2025 | Present |
| Unemployed | Tampa | FL | 01/2024 | 12/2024 |
Informed Choice Insurance, Investment related, Tampa, FL, insurance agent, 04/2025, Sell life and health insurance products, potentially including variable annuities and variable life insurance. Provide client service and product recommendations. Registered as an independent agent and compensated via 1099, 20hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-03 |
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