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Ocala, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2015-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Assets Advisory Llc | Tampa | FL | 11/2011 | 10/2016 |
| Private Client Services Group, Llc | Tampa | FL | 04/2015 | Present |
| United Planners Financial Services | Scottsdale | AZ | 11/2016 | Present |
1)PRIVATE CLIENT SERVICES GROUP LLC - Founder - Registered investment Advisor - INVESTMENT RELATED - 08/03/2015 - Tampa FL 2)PRIVATE CLIENT SERVICES GROUP LLC - Founder - DBA for marketing purposes only - INVESTMENT RELATED - 11/09/2016 - Tampa FL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-05 |
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