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631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
Branch Locations
631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lamco Advisory Services | Lake Mary | FL | 05/2018 | 06/2021 |
| Pfm Asset Mgt, Llc | Harrisburg | PA | 06/2017 | 05/2018 |
| Full Time Student | Gainseville | FL | 06/2013 | 06/2017 |
| Advus Financial Partners, Llc | Winter Park | FL | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-12 |
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