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4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-14 |
Branch Locations
4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2019 | 12/2020 |
| Ss&C Advent | Jacksonville | FL | 01/2019 | 04/2019 |
| Florida Blue | Jacksonville | FL | 04/2018 | 12/2018 |
| Hylant | Jacksonville | FL | 11/2017 | 04/2018 |
| Jacksonville Golf And Country Club | Jacksonville | FL | 04/2017 | 10/2017 |
| Sunny Sitters | Jacksonville | FL | 05/2016 | 03/2017 |
| Unf Student | Jacksonville | FL | 06/2015 | 04/2019 |
| Deutsche Bank | Jacksonville | FL | 12/2020 | 08/2025 |
| Unique Wealth, Llc | Tampa | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
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