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Current Employers
Highland Investment Advisors Llc

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-18
  • FL RA
    APPROVED
    Since 2024-06-18

Branch Locations

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2024 → Present
    Ponte Vedra, FL
  • 11/2023 → Present
    Ponte Vedra, FL
  • 03/2022 → 09/2023
    Clark Capital Management
    Philadelphia, PA
  • 11/2019 → 03/2022
    Pershing Llc
    King Of Prussia, PA
  • 11/2018 → 12/2019
    Archer Ims
    Berwyn, PA
  • 06/2017 → 06/2018
    Comcast
    Horsham, PA
  • 08/2010 → 05/2017
    Full-Time Student
    Philadelphia, PA
  • 06/2018 → 10/2018
    Unemployed
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-01
  • S65 Uniform Investment Adviser Law Examination
    2024-06-01

View on SEC IAPD

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