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15316 N Florida Ave, Tampa, FL 33613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drew Capital Management | Tampa | FL | 07/2023 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 08/2024 | 12/2025 |
| Texas Christian University | Fort Worth | TX | 07/2019 | 05/2021 |
| University Of South Florida | Tampa | FL | 07/2021 | 05/2023 |
| Not Employed | Safety Harbor | FL | 01/2014 | 07/2019 |
| Baytrust Wealth Management, Llc | Tampa | FL | 01/2026 | Present |
BAYTRUST FINANCIAL: INSURANCE AGENT SINCE 08/2024, EFFECTING INSURANCE TRANSACTIONS IN FIXED ANNUITIES AND LIFE INSURANCE. TIME SPENT 80 HOURS PER MONTH, 70 HOURS DURING TRADING. INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-07 |
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