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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-21 |
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd, Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 08/2024 | 02/2025 |
| A Place For Mom | Valrico | FL | 12/2023 | 07/2024 |
| Eargo | Nashville | TN | 02/2021 | 09/2023 |
| Kayne Prime | Nashville | TN | 06/2013 | 01/2021 |
| Unemployed | Valrico | FL | 09/2023 | 11/2023 |
| Fidelity Investments | Fort Myers | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-03 |
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