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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-30 |
| TN | RA | APPROVED | 2026-06-26 |
Branch Locations
1200 Premier Dr Suite 225, Chattanooga, TN 37421 • United States
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 06/2026 | Present |
| University Of San Diego Athletics Department | San Diego | CA | 09/2024 | 05/2026 |
| Potomacwave Consulting | Alexandria | VA | 06/2024 | 08/2024 |
| University Of San Diego | San Diego | CA | 08/2023 | 06/2024 |
| Ymca | Encinitas | CA | 06/2023 | 08/2023 |
| University Of San Diego | San Diego | CA | 08/2022 | 06/2023 |
| Unemployed | Elk Grove | CA | 06/2022 | 08/2022 |
| Jesuit High School | Sacramento | CA | 08/2018 | 06/2022 |
| Unemployed | Elk Grove | CA | 06/2018 | 08/2018 |
| St. Mary School | Sacramento | CA | 06/2016 | 06/2018 |
- The name of the business is Dauntless Solutions LLC - The business is real estate investment related. - The address of the business is 4061 Teakwood Drive - The nature of the business is a real estate holding company for my personal real estate investments. There are none currently in it but I plan on having them in there in the future. Only going to be residential real estate rental properties. However,-I do own and live in a duplex where I am living on one side and renting out the other side. It is not in Dauntless Solutions LLC, it is in my name and it results in $1300/month in rental income from that one side. That duplex address is 4061 Teakwood Drive. And I am currently under contract to buy another property that will go in the LLC. - Co-owner of the LLC and property manager - Start date would've been around May 1st - About 30 hours a month - None - I am co-owner, and just manage the properties, although there are no properties in it right now, but will be in the future. Like I said before there is one property that is not in the LLC that I manage that results in $1300 monthly revenue. As stated before I am under contract for another property and will update this if I go through with the purchase of the second property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-30 |
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