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4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
Branch Locations
4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 06/2024 | 05/2025 |
| Suny Oneonta | Oneonta | NY | 09/2022 | 05/2024 |
| Suny Oneonta | Oneonta | NY | 09/2022 | 05/2024 |
| Will Grinton Library | Yonkers | NY | 08/2016 | 05/2020 |
| Education | Yonkers | NY | 08/2014 | 08/2020 |
| European Wax Center | Tampa | FL | 07/2025 | 09/2025 |
| Sandy Morris Financial & Estate Planning Services, Llc | Tampa | FL | 09/2025 | 01/2026 |
| Northbridge Financial Group, Llc | Tampa | FL | 01/2026 | Present |
| Fortina | Yonkers | NY | 06/2020 | 08/2023 |
1) Mahaffey Theater; Not Investment Related; 400 1st St S, St.Petersburg , Non US. 33701; part-time; Box office team; 5/19/2025; 20-30 Hours per month; Collecting or selling tickets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-07 |
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