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13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-27 |
Branch Locations
3810 Gunn Highway, Tampa, FL 33618 • United States
13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Traveled | Tampa | FL | 07/2016 | 08/2017 |
| University Of Tennessee, Knoxville | Knoxville | TN | 08/2017 | 08/2018 |
| Unemployed | Tampa | FL | 08/2018 | 03/2019 |
| Casale Design Source | Tampa | FL | 03/2019 | 04/2021 |
| Psi Advisors, Llc | Tampa | FL | 11/2021 | Present |
| Teague & Associates | Tampa | FL | 04/2021 | Present |
Hamlin Landing Homeowners Association, 18940 N. Dale Mabry Hwy. Non-Investment-related. President since 8/3/2026. Duties include vendor negotiations, HOA meetings, and community budgeting. Approximately 3 hours per month. Receives no compensation, and has no financial interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-22 |
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