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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-26 |
| GA | RA | APPROVED | 2025-09-25 |
| PA | RA | APPROVED | 2025-08-24 |
| TX | RA | APPROVED | 2025-08-24 |
| TN | RA | APPROVED | 2025-07-17 |
| FL | RA | APPROVED | 2024-10-24 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
7405 Shallowford Rd Suite 380B, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | St. Petersburg | FL | 09/2024 | Present |
| Avenue Pub | Tuscaloosa | AL | 01/2024 | 08/2024 |
| Baumhower's Victory Grille | Tuscaloosa | AL | 05/2023 | 01/2024 |
| Lampada's Living | Tuscaloosa | AL | 09/2022 | 04/2023 |
| Beef O Brady's | Helena | AL | 05/2021 | 07/2022 |
| Donohoo Auto | Pelham | AL | 11/2020 | 07/2021 |
| Cedar Creek Nursery | Montevallo | AL | 04/2020 | 08/2020 |
| The Depot Deli & Grill | Helena | AL | 08/2019 | 03/2020 |
| Helena High School | Helena | AL | 08/2016 | 05/2020 |
| Chuy's | Chattanooga | TN | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-06 |
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