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1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-17 |
Branch Locations
1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2022 | 04/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2021 | 04/2023 |
| Philipse Manor Beach Club | Sleepy Hollow | NY | 05/2017 | 09/2020 |
| University Of Maryland | College Park | MD | 08/2018 | 05/2022 |
| Sleepy Hollow High School | Sleepy Hollow | NY | 09/2014 | 06/2018 |
| Ameriprise Financial Services, Llc | Pleasantville | NY | 05/2023 | 03/2025 |
| Instrumental Wealth, Llc | Tampa | FL | 03/2025 | Present |
NY Licensed Insurance Agent; Investment related; Insurance- Life, Health, Variable Life, Variable Annuities, Accidental and Travel; ,Agent; Start Date: 09/2024; Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-26 |
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