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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-30 |
Branch Locations
4414 Sw College Rd Ste 1310, Ocala, FL 34474 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services | Ocala | FL | 01/2026 | Present |
| Ruby Tuesday | Leesburg | FL | 05/2017 | 08/2018 |
| Leesburg High School | Leesburg | FL | 08/2013 | 05/2017 |
| Lake Sumter State College | Leesburg | FL | 08/2017 | 03/2019 |
| Ipg Production Group | Orlando | FL | 03/2019 | 12/2019 |
| Perkins Auto Detailing | Leesburg | FL | 01/2020 | 03/2023 |
| J.S.J Unlimited Llc | Clemont | FL | 03/2022 | 05/2023 |
| Global Reliable Logistics Inc. | Jacksonville | FL | 05/2023 | 07/2024 |
| Freight Transportation Systems Llc | Clemont | FL | 07/2024 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-09 |
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