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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-07 |
| NJ | RA | APPROVED | 2026-01-02 |
| OH | RA | APPROVED | 2026-01-02 |
| CO | RA | APPROVED | 2026-01-01 |
| IN | RA | APPROVED | 2026-01-01 |
| NC | RA | APPROVED | 2026-01-01 |
| PA | RA | APPROVED | 2026-01-01 |
| FL | RA | APPROVED | 2025-05-28 |
| TX | RA | APPROVED_RES | 2025-05-16 |
Branch Locations
6710 Professional Parkway West Suite 203, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Lavista | NE | 04/2009 | 06/2024 |
| Ifs Advisors, Inc. | Sarasota | FL | 09/2010 | Present |
| Osaic Wealth, Inc. | Sarasota | FL | 06/2024 | 05/2025 |
| Cary Street Partners Investment Advisory Llc | Sarasota | FL | 05/2025 | Present |
| Cary Street Partners Llc | Sarasota | FL | 05/2025 | Present |
***N/A POSITION: Agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 4/2009 - LOCATED AT 6710 PROFESSIONAL PKWY W, SUITE 203, SARASOTA, FL 34240 INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/01/2009 ADDRESS: 6710 Professional Pkwy W, Suite 203, Sarasota FL 34240 DESCRIPTION: Agent activities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-29 |
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