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500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-25 |
Branch Locations
500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Odessa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrive Capital Management, Llc | Fort Washington | PA | 05/2026 | Present |
| Wells Fargo Bank, Na | Daphne | AL | 04/2019 | 01/2023 |
| Wells Fargo Clearing Services, Llc | Daphne | AL | 08/2021 | 01/2023 |
| Mitek Inc | Chesterfield | MO | 01/2017 | 03/2017 |
| Markem Image Usa | Kennesaw | GA | 03/2017 | 06/2018 |
| Apple Inc | Greenville | SC | 09/2015 | 09/2016 |
| Auburn Univerity | Auburn | AL | 08/2015 | 12/2017 |
| Self Employed Uber | Foley | AL | 06/2018 | 04/2019 |
| Proxy Wealth Advisors Llc | Aventura | FL | 01/2023 | 05/2023 |
| Walser Wealth Management Company, A Limited Liability Company | Tampa | FL | 05/2023 | 01/2025 |
| Oxford Wealth Group, Llc | Orlando | FL | 04/2025 | 05/2026 |
| Unemployed | Orlando | FL | 01/2025 | 04/2025 |
1) Real Estate Short-Term and Long-Term Renting (sole proprietor), not investment related, Tampa, FL, real estate rental, Owner, March 2017, 5, 0, real estate rentals. 2) INSURANCE SALES;INVESTMENT RELATED; ORLANDO, FL; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 4/2025 ; DEVOTE 1-20 HOURS PER WEEK AT THIS TIME TO THIS ACTIVITY DURING TRADING HOURS; COMPENSATION IS COMMISSION. 3) Car rental business including the use of apps like TURO or other equivalents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-14 |
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