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10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 01/2016 | 04/2017 |
| Bluestar Retirement Services | Ponte Vedra Beach | FL | 04/2017 | 03/2018 |
| Bluestar Retirement Services | Ponte Vedra Beach | FL | 03/2018 | 05/2020 |
| Bluestar Retirement Services | Ponte Vedra Beach | FL | 05/2020 | 09/2021 |
| Ameritas | Lincoln | NE | 05/2022 | 06/2025 |
| Ameritas | Lincoln | NE | 09/2021 | 05/2022 |
| Nesteggs Retirement Plan Services, Inc. | Jacksonville | FL | 06/2025 | Present |
St. Augustine Experiences; Non Investment-Related; 11D Aviles Street, St. Augustine, FL 32084; Tourism; Tour Guide; Employee; Start date: 4/2023 to Present; 6 Hours per month, zero during security trading hours; conduct history tours around St. Augustine's Historic District.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-11 |
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