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823 Se Osceola St, Stuart, FL 34994 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-31 |
| TX | RA | APPROVED | 2023-01-31 |
Branch Locations
823 Se Osceola St, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 01/2015 | 02/2017 |
| Fortera Credit Union | Clarksville | TN | 02/2017 | 10/2017 |
| Unemployed | Clarksville | TN | 11/2017 | 12/2017 |
| Alexis Goines Agency - Allstate | Clarksville | TN | 01/2018 | 04/2018 |
| Aafmaa Wealth Management & Trust | Bethesda | MD | 04/2018 | 04/2022 |
| King Tide Advisors Llc | Palm City | FL | 04/2022 | Present |
| Victrix Investment Advisors | Bethesda | MD | 01/2023 | Present |
name; Assistant Treasurer - Military Order of the World Wars General George G. Meade Chapter investment-related; No address; 435 North Lee Street Alexandria VA 22314 position; Assistant Treasurer start date; 2025-10-07 hours/month devoted to business; 2 hours devoted to business during securities trading hours; 2 name; Treasurer - Bethesda Chevy Chase Rotary Club investment-related; No address; 4866 Cordell Ave Bethesda MD 20814 US position; Treasurer start date; 07/1/2026 hours/month devoted to business; 1 hours devoted to business during securities trading hours; 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-20 |
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