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Islamorada, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-01-14 |
Branch Locations
Islamorada, FL • United States
Beaumont, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maryland Army National Guard | Baltimore | MD | 04/2014 | 11/2022 |
| Atsg (Contractor To Fbi) | Washington | DC | 08/2021 | 09/2021 |
| J2-Jrise Staff, Us Africa Command | Ft. Meade | MD | 10/2017 | 09/2020 |
| Cencore Llc (Contractor To Defense Intel Agency) | Reston | VA | 05/2017 | 09/2017 |
| Self-Employed | Rockville | MD | 07/2023 | Present |
| Islamorada Investment Management | Islamorada | FL | 09/2024 | 10/2024 |
| At Home Parent | Rockville | MD | 11/2022 | 06/2023 |
| Villanova University | Villanova | PA | 08/2015 | 04/2017 |
| Nyack College | Nyack | NY | 08/2016 | 01/2017 |
| Bastion Fiduciary | Islamorada | FL | 09/2024 | Present |
Self-employed; non-investment related; 13007 Magellan Ave, Rockville, MD, 20853; residential rental; landlord; owner; August 2024; 5hrs per month; 3hrs per month during trading hours; a former residence that is now a tenant/landlord rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
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