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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp | Miami Lakes | FL | 06/2007 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 06/2007 | 07/2020 |
| Securities America, Inc. | Punta Gorda | FL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Punta Gorda | FL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Punta Gorda | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Punta Gorda | FL | 06/2024 | Present |
UMPIRING/REFEREEING POSITION: Umpire, referee NATURE: I referee youth basketball and umpire youth baseball games. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2026 ADDRESS: 1015 Cultural Park Blvd, Cape Coral FL 33990, United States DESCRIPTION: I help out with the city of Cape Coral, Florida youth sports programs for baseball and basketball games at night.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-24 |
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