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1920 E. Robinson St., Orlando, FL 32803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-06 |
| FL | RA | APPROVED | 2025-10-21 |
Branch Locations
1920 E. Robinson St., Orlando, FL 32803 • United States
Daytona Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High Point University | High Point | NC | 08/2017 | 06/2021 |
| Ernst & Young | Orlando | FL | 09/2021 | 05/2023 |
| The Alliance Group | Tysons | VA | 05/2023 | 09/2025 |
| Advanced Tax & Investments, Inc./Ati Professional Services/ Adva | Orlando | FL | 08/2025 | Present |
| Trinity Preparatory School | Winter Park | FL | 08/2015 | 06/2017 |
1) A8 Enterprises LLC, 1920 E Robinson St Orlando FL, 32803, Small Business Advisory, Owner, 09/29/23, 7 hours/month, 0 hours during securities trading hours, Advising on technical accounting and business operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-15 |
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