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100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-06 |
Branch Locations
100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fulltime Student | Winter Park | FL | 06/2015 | 05/2021 |
| Publix Supermarkets, Inc. | Winter Park | FL | 07/2021 | 10/2024 |
| Regions Bank | Birmingham | AL | 05/2024 | 07/2024 |
| Moisand Fitzgerald Tamayo, Llc | Orlando | FL | 08/2024 | 08/2024 |
| University Of Florida | Gainesville | FL | 08/2021 | 05/2025 |
| Allgen Financial Advisors, Inc. | Orlando | FL | 05/2025 | Present |
| University Of Florida | Gainesville | FL | 01/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
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