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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 12/2019 |
| Bankers Life And Casualty Company | Clearwater | FL | 01/2017 | 08/2019 |
| Jpmorgan Chase | Tampa | FL | 03/2012 | 10/2016 |
| Thrivent Investment Management Inc | Land O Lakes | FL | 04/2020 | 06/2021 |
| Unemployed | Land O Lakes | FL | 01/2020 | 04/2020 |
| Thrivent Financial | Appleton | WI | 04/2020 | 10/2020 |
| Thrivent Financial | Appleton | WI | 10/2020 | 06/2021 |
| Coastal Wealth Management | Tampa | FL | 07/2021 | 01/2022 |
| Equitable Advisors Llc | New York | NY | 02/2022 | 09/2022 |
| Truist Investment Services, Inc | Tampa | FL | 10/2022 | Present |
| Truist Advisory Services, Inc | Tampa | FL | 10/2022 | Present |
ROMANOS MACARONI GRILL, TAMPA FL, CHEF, STARTED 08/2021, NOT INVESETMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-24 |
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