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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-18 |
| FL | RA | APPROVED | 2024-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coadvantage | Tampa | FL | 02/2018 | 04/2018 |
| Tql | Tampa | FL | 01/2018 | 01/2018 |
| Tri County Human Services | Lakeland | FL | 03/2017 | 12/2017 |
| Polk County Health And Human Services | Bartow | FL | 10/2015 | 03/2017 |
| Ey | Tampa | FL | 07/2018 | 08/2020 |
| Raymond James & Associates | St. Petersburg | FL | 08/2020 | 02/2024 |
| Uber/Lift | Riverview | FL | 11/2022 | 12/2023 |
| Zeiders Enterprise, Inc. | Riverview | FL | 03/2023 | 08/2023 |
| Stifel, Nicolaus & Company, Incorporated | Pensacola | FL | 02/2024 | Present |
1. Rental Property; 2219 Snowflake PL Riverview FL 33578; Owner; I own and manage the property; 02/01/2024; 1.00hr/month; Not during securities trading hours; Investment-Related 2. Rental Property; 9068 Moonlit Meadows Loop Riverview FL 33578; Rental Property; 12/14/2020; 1.00hr/month; Not during securities trading hours; Investment-Related 3. Realtor; 14225 Gulf BLVD Madeira Beach FL 33708; Voluntary Inactive; 09/14/2018; 0.00hr/month; Not during securities trading hours; Investment-Related 4. Rental Property; 8791 Meadow Flower LN Pensacola, FL 32514; Rental Property; Owner; own and manage the property; 04/01/2026; 2hrs/mth; Not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-21 |
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