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Solvang, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Together Planning | Gainesville | FL | 05/2019 | 09/2021 |
| University Of Florida | Gainesville | FL | 08/2016 | 05/2019 |
| The Vanguard Group, Inc. | Charlotte | NC | 09/2021 | 08/2022 |
| University Of Georgia | Athens | GA | 01/2020 | 09/2020 |
| Sycamore Financial Planning, Llc | Durham | NC | 09/2022 | 05/2024 |
| Together Planning | Gainesville | FL | 05/2024 | 09/2025 |
| Synchronous Wealth Advisors Llc | Gainesville | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-02 |
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