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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-23 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
1340 Smith Ave Suite 200, Baltimore, MD 21209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lutherville | MD | 03/2013 | 12/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2018 |
| Realta Equities, Inc. | Wilmington | DE | 12/2018 | 08/2024 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 12/2018 | 08/2024 |
| Ifp Securities, Llc | Tampa | FL | 08/2024 | Present |
| Independent Financial Partners | Tampa | FL | 08/2024 | Present |
(1) Somerville Investments - not investment related - 1340 Smith Ave. Suite 200 Baltimore MD 21209 - DBA, Investment Management and Comprehensive Financial Planning - Owner - start date Jan. 1, 2019 - 200 hours/month - 160 hours/month during trading - Manage client portfolios, develop comprehensive financial plans, collaborate with professionals such as attorneys and accountants for the overall well being of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-09 |
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