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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
| FL | RA | APPROVED | 2025-06-10 |
Branch Locations
106 S Tampania Ave Suite 202, Tampa, FL 33609 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Tampa | FL | 08/2012 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Hayden Royal, Llc | Charlotte | NC | 08/2017 | 01/2022 |
| 3G Wealth Management | Tampa | FL | 08/2017 | Present |
| Calamar Financial Group | Wheatfield | NY | 01/2019 | 01/2020 |
| Kingswood Capital Partners Llc | Tampa | FL | 01/2022 | Present |
| Kingswood Wealth Advisors, Llc | Tampa | FL | 02/2023 | Present |
| Resurgent Financial Advisors | Tampa | FL | 01/2022 | 01/2023 |
1) GC Land Holdings LLC - Yes Investment related - 106 S Tampania Ave, Tampa FL - member/manager of llc - 12/2017 - 1hrs/mo - 0hrs/mo during trading hrs - own office building w/3 tenants 2) 3G Consultants LLC - not investment related - 106 S Tampania Ave Ste 202 Tampa, FL 33609 - Business consultang - President - 4/2019 - 4/hrs mo - 1/hrs mo during trading hrs - consulting on sales & growth strategies as well as operational improvements 3) 3G Wealth Management LLC - yes investment related - 106 S Tampania Ave Ste 202 Tampa, FL 33609 - RIA Business - 08/2017 - 50hrs/mo - 40hrs/mo during trading hrs - investment management, financial planning, DBA for RIA affiliation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
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