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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-07 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Gainesville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Petersburg | FL | 09/2018 | 01/2020 |
| 24-7 Intouch, Broadridge Financial Services Bu | Clearwater | FL | 11/2017 | 09/2018 |
| Unemployed | Saint Petersburg | FL | 07/2017 | 11/2017 |
| Aflac Insurance | Centennial | CO | 03/2017 | 07/2017 |
| Unemployed | Denver | CO | 12/2016 | 02/2017 |
| Inspired Cooking Llc (Dba Inspired Bites) | Westminster | CO | 01/2013 | 11/2016 |
| Bank Of America, N.A. | Saint Petersburg | FL | 11/2018 | 01/2020 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 02/2020 | 06/2025 |
| Transamerica Life Insurance Company | St. Petersburg | FL | 02/2020 | 06/2025 |
| Missionsquare Investment Services | Washington | DC | 06/2025 | Present |
| Missionsquare Retirement | Washington | DC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-09 |
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