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1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Wealth Map | Sarosota | FL | 06/2025 | Present |
| Financial Design | Lakewood Ranch | FL | 03/2025 | 06/2025 |
| H&R Block | Sarasota | FL | 10/2024 | 04/2025 |
| Law Office Of Mary King | Sarasota | FL | 03/2024 | 07/2024 |
| Gulf Coast Financial Planning | Sarasota | FL | 01/2017 | 02/2024 |
| Pgo Services | Sarasota | FL | 05/2015 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-24 |
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