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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
Branch Locations
7380 W Sand Lake Rd Ste 405, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2024 | 09/2024 |
| Jpmorgan Chase & Co | Windermere | FL | 07/2023 | 05/2024 |
| Fidelity Investments | Orlando | FL | 09/2023 | 04/2025 |
| R & M Umrao Llc | Orlando | FL | 09/2021 | 07/2023 |
| Dogoodfarms | Winter Garden | FL | 01/2021 | 05/2021 |
| Pga Tour Superstore | Orlando | FL | 05/2021 | 09/2021 |
| Unemployed | Orlando | FL | 04/2025 | 06/2025 |
| Unemployed | Orlando | FL | 05/2024 | 06/2024 |
| Valencia College | Orlando | FL | 08/2021 | 04/2023 |
| University Of Central Florida | Orlando | FL | 08/2023 | 04/2025 |
| Unemployed | Orlando | FL | 01/2015 | 01/2021 |
| Dr. Phillips High School | Orlando | FL | 08/2014 | 05/2021 |
| Fidelity Brokerage Services Llc | Sarasota | FL | 06/2025 | 01/2026 |
| Raymond James Financial Services, Inc. | Orlando | FL | 01/2026 | Present |
| Strategic Advisers Llc | Sarasota | FL | 10/2025 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Orlando | FL | 01/2026 | Present |
| Crest Hill Inc. | Orlando | FL | 10/2024 | 05/2025 |
(1)Name of Business: Legacy Events for Education Address: 8103 LAUGHING GULL ST, Winter Garden, FL, 34787, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 09/07/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Please see attached PDFs (2)Name of Business: Signature Wealth Partners Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/04/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist in financial planning models and administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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