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2044 Ashley Oaks Circle, #102, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2025-11-19 |
Branch Locations
2044 Ashley Oaks Circle, #102, Wesley Chapel, FL 33544 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lutz | FL | 11/2018 | 11/2019 |
| Hurricane Grill & Wings Amt | West Palm | FL | 09/2015 | 09/2018 |
| Hurricane Grill & Wings | Littleton | CO | 04/2013 | 08/2017 |
| Chipotle Mexican Grill | Denver | CO | 01/2018 | 10/2018 |
| Raymond James Financial Services, Inc. | Lutz | FL | 11/2019 | 01/2022 |
| Texas Roadhouse | Wesley Chapel | FL | 03/2019 | 12/2019 |
| Raymond James Financial Services Advisors, Inc. | Lutz | FL | 03/2020 | 01/2022 |
| Miller Brooks, Llc | Lutz | FL | 02/2020 | 01/2022 |
| Lincoln Investment | Fort Washington | PA | 07/2022 | 12/2022 |
| Capital Analysts | Fort Washington | PA | 07/2022 | 12/2022 |
| Unemployed | Wesley Chapel | FL | 01/2022 | 07/2022 |
| New York Life Insurance | Tampa | FL | 12/2022 | 10/2023 |
| Nylife Securities Llc | Tampa | FL | 02/2023 | 10/2023 |
| Eagle Strategies Llc | Wesley Chapel | FL | 03/2023 | 10/2023 |
| American United Life | Lutz | FL | 10/2023 | Present |
| Oneamerica Securities | Lutz | FL | 11/2023 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-16 |
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