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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
Branch Locations
800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 12/2025 | Present |
| Ritz Carlton | Orlando | FL | 12/2023 | Present |
| Sun Lovers | Orlando | FL | 10/2022 | 10/2023 |
| Aquatic Center | Orlando | FL | 08/2021 | 09/2023 |
| Full-Time Education | Orlando | FL | 05/2019 | 08/2021 |
| Jeff Ellis Management | Orlando | FL | 01/2019 | 08/2019 |
| Full Time Education | Orlando | FL | 01/2015 | 01/2019 |
o Florida Financial Advisors. Investment Related. Orlando, FL 32803. Nature of Business: RIA. Position: Financial Consultant. Start Date: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Orlando, FL 32803. Nature of Business: Fixed Insurance Sales. 12/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales The Ritz Carlton. Orlando, FL 32837. Nature of business: Hospitality. Not investment related. Position: Sales Clerk. Start date: 12/2023. Hours per month: 16. Hours per month trading: 0. Duties: Greet customers, help in locating merchandise, maintain shop and cash transactions for customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
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