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124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
Branch Locations
124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Wealth Advisors, Inc. | Lakeland | FL | 03/2026 | Present |
| Florida Southern College | Lakeland | FL | 08/2025 | Present |
| Samford University | Homewood | AL | 05/2021 | 04/2025 |
| Florida Baseball Armory | Lakeland | FL | 05/2025 | 07/2025 |
| Athlete-To-Athlete | Los Angeles | CA | 06/2024 | 05/2025 |
| Creekview High School | Canton | GA | 08/2017 | 05/2021 |
| Creekland Middle School | Canton | GA | 01/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
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