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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-26 |
Branch Locations
101 East Kennedy Blvd 32Nd Floor, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Health Insurance Innovations | Tampa | FL | 06/2019 | 08/2019 |
| Education | Tampa | FL | 05/2011 | 05/2021 |
| Sanford C. Bernstein & Co., Llc | Tampa | FL | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-09 |
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