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2100 Ponce De Leon Blvd Suite Ph-5, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-16 |
Branch Locations
2100 Ponce De Leon Blvd Suite Ph-5, Coral Gables, FL 33134 • United States
860 Greenbrier Circle Suite 100, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indian River High School | Chesapeake | VA | 09/2015 | 06/2019 |
| Lynchburg College | Lynchburg | VA | 08/2019 | 07/2024 |
| Fitzwilliams Financial | Chesapeake | VA | 08/2024 | 05/2025 |
| Advantage Investing | Chesapeake | VA | 06/2025 | Present |
| Pathway Performance | Chesapeake | VA | 10/2024 | Present |
Pathway Performance LLC; not investment related; 1129 Smoky Mt. Trail, Chesapeake, VA 23320; Baseball training; Owner; Start date Oct. 2024; 80 hours/month, approx 10 hours during trading hours; running the company and coaching athletes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-02 |
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