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422 Fleming St, Key West, FL 33040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Consulting La Inc. | Clearwater | FL | 01/2025 | Present |
| Elite Consulting La Inc. | Santa Monica | CA | 07/2023 | 01/2025 |
| Unemployed | Los Angeles | CA | 03/2019 | 07/2023 |
| Uber Technologies Inc. | Los Angeles | CA | 04/2016 | 03/2019 |
| Tapa Private Wealth Inc. | Key West | FL | 07/2025 | Present |
I am currently engaged in an outside business activity that is investment-related. I serve as a Tax Planner and preparer and Vice President of Elite Consulting LA. My relationship with the firm began in July 2023. The nature of the business involves providing bookkeeping, tax preparation, and strategic tax consulting services for individuals and businesses. In my role, my duties include preparing and filing tax returns, developing tax strategies, and, as an Enrolled Agent, representing taxpayers before the IRS. I devote approximately 60 hours per month to this activity, with approximately 60 of those hours occurring during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-01 |
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