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111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Lake Baptist Church | Lakeland | FL | 01/2016 | 09/2022 |
| G&G Electric | Lakeland | FL | 01/2021 | 04/2022 |
| Grasslands Country Club | Lakeland | FL | 05/2018 | 11/2018 |
| Bankers Life & Casualty, Inc | Gainesville | FL | 09/2022 | 02/2026 |
| Bankers Life Securities, Inc | Gainesville | FL | 09/2025 | 02/2026 |
| Walser Wealth Management Company | Tampa | FL | 03/2026 | Present |
~1.) Ian Davis Band; Not investment-related; Tampa, FL; Live music; Part time drummer, fill-in as needed; Started 01/2018; Hours vary, anticipate approximately 4 hours/month with 0 hours/month during securities trading hours; Duties: play drums for live band at venues, weddings, events, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-17 |
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