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4215 Old Road 37, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ramos & Floyd Cpas Pllc | Lakeland | FL | 05/2021 | Present |
| Wise Financial Strategies Llc | Lakeland | FL | 06/2025 | Present |
| Sims Crane & Equipment | Tampa | FL | 01/2017 | 05/2021 |
| Public Accounting Cliftonlarsonallen Llp & Crowe Llp | Lakeland | FL | 09/2005 | 01/2017 |
I am the owner and a Certified Public Accountant at Ramos & Floyd CPAs PLLC, located at 4215 Old Road 37, Lakeland, FL 33811, a public accounting firm that provides tax, audit, payroll, and business advisory services. My relationship with the firm began in May 2021, and I devote approximately 90-120 hours per month to firm-related activities, approximately 60-90 hours per month during trading hours. My duties include overseeing tax compliance and audit engagements, providing accounting and financial reporting advice, supervising staff, and managing firm operations. The services provided through Ramos & Floyd CPAs PLLC are limited to accounting and advisory functions and do not include securities recommendations or investment advisory services.
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