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4830 W Kennedy Blvd Suite 600, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-15 |
| OK | RA | APPROVED | 2024-06-06 |
| GA | RA | APPROVED | 2022-12-05 |
| TX | RA | APPROVED_RES | 2022-07-12 |
| FL | RA | APPROVED | 2017-10-04 |
Branch Locations
4830 W Kennedy Blvd Suite 600, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Army National Guard | Homestead | FL | 03/1994 | Present |
| Charles Schwab & Co., Inc. | Tampa | FL | 01/2007 | 12/2016 |
| Charles Schwab Bank | Tampa | FL | 09/2008 | 12/2016 |
| Camarda Wealth Advisory Group | Fleming Island | FL | 12/2016 | 03/2017 |
| Aafmaa Wealth Management & Trust Llc | Tampa | FL | 05/2017 | 12/2017 |
| Caliber Wealth Advisory | Tampa | FL | 04/2017 | Present |
(1) FLORIDA ARMY NATIONAL GUARD, NOT INVESTMENT RELATED, HOMESTEAD, SENIOR HUMAN RESOURCES OFFICER, START 08/01/2016. LEAD/MANAGE GROUP OF 131 SOLDIERS IN OFFENSIVE AND DEFENSIVE MILITARY OPERATIONS, HOURS VARIES, ONE WEEKEND A MONTH AND TWO/THREE FULL WEEKS EACH SUMMER; TRAINING IS NOT CONDUCTED DURING TRADING HOURS; SUMMER TRAINING IS 2 OR 3 WEEKS OF FULL TIME SERVICE/TRAINING IS CONDUCTED DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-26 |
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