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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-27 |
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
355 Alhambra Circle Suite 1500, Coral Gables, FL 33134 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Partners, Llc | Orlando | FL | 06/2017 | 06/2018 |
| University Of Central Florida | Orlando | FL | 07/2016 | 08/2018 |
| Summit Wealth Partners | Orlando | FL | 04/2021 | 05/2022 |
| Pershing Llc | Lake Mary | FL | 07/2018 | 04/2021 |
| Hub International | Winter Park | FL | 05/2022 | 06/2022 |
| Kestra Investment Services, Llc | Winter Park | FL | 06/2022 | 07/2026 |
| Kestra Advisory Services, Llc | Winter Park | FL | 02/2026 | 07/2026 |
| Edelman Financial Engines | Santa Clara | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
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