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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-05 |
Branch Locations
3903 Northdale Blvd Suite 290-E, Tampa, FL 33624 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tampa | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | 05/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2017 | 09/2024 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 06/2017 | 09/2024 |
| Western & Southern Life | Tampa | FL | 12/2025 | Present |
| W&S Brokerage Services, Inc. | Tampa | FL | 01/2026 | Present |
| Unemployed | Odessa | FL | 10/2024 | 12/2025 |
Western & Southern Life - No - Tampa, FL - Full Time Sales Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-12 |
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