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111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-15 |
Branch Locations
111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 02/2019 | 03/2024 |
| Cocina 214 | Winter Park | FL | 02/2015 | 02/2019 |
| Epoch Residential | Winter Park | FL | 05/2017 | 08/2017 |
| Charles Schwab Bank, Ssb | Orlando | FL | 08/2020 | 03/2024 |
| Fidelity Investments | Sarasota | FL | 03/2024 | 06/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| University Of Central Florida | Orlando | FL | 08/2015 | 12/2018 |
| Ars Wealth Advisors | St. Petersburg | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
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