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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-27 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | St. Louis | MO | 06/2015 | 08/2017 |
| Cetera Investment Services Llc | Belleville | IL | 06/2015 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Festus | MO | 04/2018 | 10/2021 |
| Uber | Saint Louis | MO | 08/2017 | 10/2020 |
| Lyft | Saint Louis | MO | 08/2017 | 10/2020 |
| Mdrn Capital, Llc | Clearwater | FL | 07/2023 | Present |
| Advisor Group | St. Petersburg | FL | 06/2022 | 06/2023 |
| Orangetheory Fitness | Largo | FL | 01/2018 | 06/2022 |
| F45 Fitness | Clearwater | FL | 05/2022 | 07/2022 |
| Cetera Investment Advisers Llc | Belleville | IL | 06/2015 | 08/2017 |
| Severin Investments Llc | Clearwater | FL | 12/2021 | 02/2022 |
| Sagepoint Financial, Inc. | Clearwater | FL | 07/2022 | 06/2023 |
1) Insurance Sales; Same Address; Investment Related; Appx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-09 |
| S66 | Uniform Combined State Law Examination | 2011-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-22 |
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