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Toronto • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-16 |
Branch Locations
Largo, FL • United States
Toronto • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orthoevidence | Burlington | 08/2014 | 02/2018 | |
| Sophic Capital | Toronto | 03/2018 | 04/2019 | |
| Unemployed | Oakville | 05/2019 | 05/2020 | |
| Edward Jones | Oakville | 06/2020 | 02/2022 | |
| Foster & Associates | Oakville | 03/2022 | 05/2025 | |
| Designed Securities Ltd. | Toronto | 06/2025 | Present | |
| Designed Wealth Usa Ltd. | Toronto | 01/2026 | Present |
1. 6/2025; Designed Securities Ltd.; Investment-Related; 55 York Street, Suite 802, Toronto, Ontario, M5J 1R7; Investment & Mutual Fund Dealer; Portfolio Manager; 150 hours/month; 150 hours/month during trading hours; Provide investment planning to clients through selection of ETFs, stocks, and other securities to help them achieve retirement goals 2. 2020; Independent Insurance Agent - Investment Related - Canada - Life, Accident, and Disability Insurance
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