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Jacksonville, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 04/2019 | 08/2020 |
| Doyle & Mcdonald Real Estate | Jacksonville | FL | 11/2018 | 04/2019 |
| Ss&C Technologies, Inc. | Jacksonville | FL | 08/2015 | 04/2019 |
| Parkside Investments, Llc | Jacksonville | FL | 04/2021 | 01/2023 |
| Financial Independence Advisors, Llc | Jacksonville | FL | 02/2023 | 04/2024 |
| Ss&C Technologies, Inc. | Jacksonville | FL | 04/2024 | Present |
| Benjamin Artificial Intelligence | Atlanta | GA | 08/2020 | 03/2021 |
| Highline Private Wealth, Llc | Jacksonville | FL | 07/2024 | Present |
SS&C Technologies, Inc.; Not investment-related; 9000 Southside Blvd, Suite 700, Jacksonville, FL. 32256; Technology Provider; Solutions Consultant; Since 04/2024; Full-time position; Consult clients during software evaluation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
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