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543 Harbor Blvd Ste 501, Destin, FL 32541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED | 2026-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Harbor Wealth Management | Destin | FL | 06/2026 | Present |
| Liveoak Fiber | Niceville | FL | 01/2025 | Present |
| Unemployed | Destin | FL | 07/2024 | 01/2025 |
| T-Mobile | Irvine | CA | 04/2021 | 07/2024 |
| Md7 | Santa Ana | CA | 02/2021 | 04/2021 |
| Unemployed | Santa Ana | CA | 08/2020 | 02/2021 |
| Sprint | Irvine | CA | 06/2015 | 08/2020 |
LiveOak Fiber; Not investment-related; 1501 Merchant Wy, Niceville, FL 32578; Fiber Telecommunications; Business Sales Representative; 120hrs per month; 6hrs per month during trading hours; Business Salesperson: working with business owners to deliver fiber optic internet service to their place of business. DriveOpt LLC; Not investment-related; Private residence in Destin, FL; Passive ownership of a non-operating LLC; Co-Owner ; 04/23/2025; 0 hours per month; 0 hours per month during trading hours; No Duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-20 |
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