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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-05-14 |
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barr Financial Services Llc | Winter Park | FL | 01/2021 | 06/2021 |
| Novem Group | Jupiter | FL | 05/2020 | 09/2020 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2021 | 02/2022 |
| Education ( School ) | Palm Beach Gardens | FL | 09/2011 | 07/2017 |
| Education ( School ) | Indianapolis | IN | 08/2017 | 12/2017 |
| Education ( School ) | Orlando | FL | 01/2018 | 04/2020 |
| Education ( School ) | Orlando | FL | 10/2020 | 12/2020 |
| Axcess Capital Solution | Altamonte Springs | FL | 01/2020 | 05/2020 |
| Morgan Stanley | Palm Harbor | FL | 03/2023 | 01/2025 |
| Gabriel's Next Level Llc | Palm Beach Gardens | FL | 02/2022 | 02/2023 |
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Bluwave Sushi | Tampa | FL | 01/2024 | 05/2026 |
*545659 - Accession Properties LLC; Investment related Yes; North Miami Beach, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2022 ; During business hours: 0; After business hours: 1; Administrative. *545656 - Gabriel's Next Level LLC; Investment related: Yes; North Miami Beach, Florida; Consulting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 60; Administrative *597585 - BluWave Sushi Express; Investment related: Yes; Tampa, Florida; Restaurant/Bar/Nightclub; Partner(proprietor, partner, officer, director, employee, trustee, agent); 6/2024; During business hours: 0; After business hours: 40; Administrative:Business Development/Growth:Accounting/Bookkeeping:Customer Service:Labor/Service:Sales/Marketing:Referrals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
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