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466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-18 |
Branch Locations
466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Investment Advisors Llc | Ponte Vedra | FL | 06/2024 | Present |
| Highland Investment Advisors, Llc | Ponte Vedra | FL | 11/2023 | Present |
| Clark Capital Management | Philadelphia | PA | 03/2022 | 09/2023 |
| Pershing Llc | King Of Prussia | PA | 11/2019 | 03/2022 |
| Archer Ims | Berwyn | PA | 11/2018 | 12/2019 |
| Comcast | Horsham | PA | 06/2017 | 06/2018 |
| Full-Time Student | Philadelphia | PA | 08/2010 | 05/2017 |
| Unemployed | Philadelphia | PA | 06/2018 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
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