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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rise Management | Tampa | FL | 03/2024 | Present |
| Gemini Financial Group | Brooksville | FL | 08/2021 | Present |
| Concierge Care | Tampa | FL | 07/2020 | 11/2021 |
| Wendys | Lutz | FL | 08/2018 | 11/2019 |
| Cafe Liberty Coffee And Bistro | Lutz | FL | 01/2016 | 07/2017 |
| Integrity Advisory Solutions | Urbandale | IA | 04/2026 | Present |
| Student - Sunlake Highschool | Land O Lakes | FL | 08/2015 | 06/2019 |
| Student - Pasco Hernando State College | Land O Lakes | FL | 08/2019 | 08/2020 |
| Student - Lincoln Memorial University | Tampa | FL | 08/2020 | 05/2022 |
1.Gemini Financial Group,not investment related, 10442 Carlin Dr, Brooksville, FL 34601, Nature of business- Sales agt of Fixed ins products, Owner, start date-04/11/22, # hrs devoted per mth: 40 hrs, # of hrs securities trading hrs:0 hrs, duties:Sales agent of Fixed insurance products and recruiting sales agents. Rise Management INC, not investment related, 15711 Mapledale Blvd Ste E, Tampa, FL 33624, Nature of business-Estate and financial Planning. Using fixed insurance products, Owner, start date-05/01/25, # hrs devoted per mth: 140 hrs, # of hrs securities trading hrs:0 hrs, duties: I am sales agent and I am also COO I manage operations and functions. 2. Rise Management, not investment related, 15711 Mapledale Blvd Ste E, Tampa, FL 33624, Nature of business-Estate and financial planning, using fixed ins products. Owner, start date- 05/01/25, # hrs devoted per mth: 40 hrs, # of hrs securities trading hrs:0 hrs, duties-I am sales agent and I am also COO I manage operations and functions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-23 |
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