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200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-16 |
Branch Locations
200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Virginia University | Morgantown | WV | 08/2016 | 05/2019 |
| Unemployed | Raleigh | NC | 06/2019 | 09/2019 |
| Dauntless Discovery | Morrisville | NC | 09/2019 | 01/2020 |
| Credit Suisse | Durham | NC | 11/2019 | 10/2020 |
| Alphastar Capital Management | Cornelius | NC | 10/2020 | 01/2022 |
| Dynasty Financial Partners | St. Petersburg | FL | 02/2022 | Present |
202 White Tail Way, LLC Not investment related 9105 53rd Way N Pinellas Park, FL 33782 passive owner - rental business June 1st 2026 start date no business hours devoted per month 2 hours outside of business hours per month owner/property manager of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-06 |
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