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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-25 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Wesley Chapel, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors, Inc. | Tampa | FL | 11/2019 | 02/2020 |
| Walgreens | Tampa | FL | 01/2000 | 08/2019 |
| Tapfin/Ey | Tampa | FL | 04/2020 | 01/2024 |
| Facet | Baltimore | MD | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-15 |
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