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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-19 |
Branch Locations
5310 Cypress Center Dr Suite 125, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Tampa | FL | 11/2015 | 04/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Tampa | FL | 11/2015 | 04/2018 |
| Grow Financial Federal Credit Union | Saint Petersburg | FL | 05/2018 | 12/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2018 | 12/2020 |
| Campbell & Co., Cpa, Pa; D/B/A Campbell & Co. Wealth Adv & Cpas | Spring Hill | FL | 01/2021 | 08/2025 |
| Impact Partnership Wealth, Llc | Marietta | GA | 03/2024 | 08/2025 |
| Market Guard | Spring Hill | FL | 02/2021 | 08/2025 |
| Voya Financial Advisors | Tampa | FL | 08/2025 | Present |
INDEPENDENT INSURANCE AGENT POSITION: Agent NATURE: fixed insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/03/2026 ADDRESS: 5310 Cypress Ctr Dr, Suite 125, Tampa FL 33609, United States DESCRIPTION: life and disability sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-03 |
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