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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-09 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Florida, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Palm Harbor | FL | 11/2015 | 05/2017 |
| Suntrust Bank | Dunedin | FL | 05/2017 | 09/2019 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2017 | 08/2019 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 07/2017 | 08/2019 |
| Wertz York Capital Management Group, Llc, Dba Water Walker Inv. | Tampa | FL | 09/2019 | 05/2021 |
| Fisher Investments | Tampa | FL | 08/2021 | 10/2024 |
| Florida Financial Advisors | Tampa | FL | 01/2026 | Present |
| Private Research, Llc | St Petersburg | FL | 01/2025 | Present |
| American University, School Of International Service. | Washington D.C. | DC | 01/2023 | 08/2025 |
o Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 1/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 1/2026. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Name of Business: Private Research, LLC Investment-Related: Educational material promoting financial literacy. Address: 7901n 4Th St N STE 300 St. Petersburg, FL 33702 Nature: Economic and Capital Market Research Title: Managing Director Start Date: January 2025 ~Hours Per Month: 10 ~Hours Per Month during trading hours: 0 General Duties: Primarily generating a forward looking fundamental analysis for the money market, bond market, stock market and global economy. Secondary, historical comparative analysis on the relationship between (interest rates & inflation), (credit risk & credit spread), (bank lending: tightening/loosening; and economic cycle: expansion/contraction).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-14 |
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