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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-08 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
1410 N. Westshore Blvd., Suite 410, Tampa , FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 07/2021 | 03/2022 |
| University Of South Florida Athletics | Tampa | FL | 02/2021 | 05/2021 |
| Duffy's Sports Grill | Tampa | FL | 07/2020 | 10/2020 |
| Duffy's Sports Grill | Tampa | FL | 08/2019 | 07/2020 |
| Regal Cinemas | Gainesville | FL | 07/2018 | 08/2019 |
| Publix Supermarkets | Inverness | FL | 03/2017 | 08/2017 |
| Florida State University | Tallahassee | FL | 08/2017 | 05/2018 |
| Seven Rivers Christian School | Lecanto | FL | 08/2013 | 05/2017 |
| Unemployment | Gainesville | FL | 05/2018 | 07/2018 |
| University Of South Florida | Tampa | FL | 08/2019 | 05/2021 |
| Unemployment | Tampa | FL | 05/2021 | 07/2021 |
| Fisher Investments | Tampa | FL | 05/2024 | 06/2026 |
| Raymond James Financial | St. Petersburg | FL | 05/2022 | 05/2024 |
| Sequoia Financial Group | Akron | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
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