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25200 Sawyer Francis Lane Suite 126, Lutz, FL 33559 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED_RES | 2025-08-06 |
| FL | RA | APPROVED | 2025-06-26 |
Branch Locations
25200 Sawyer Francis Lane Suite 126, Lutz, FL 33559 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Co. Of America | Oklahoma City | OK | 05/2016 | 02/2017 |
| Pruco Securities, Llc | Oklahoma City | OK | 05/2016 | 02/2017 |
| Polston Tax | Norman | OK | 02/2017 | 05/2018 |
| Calloway Tax Advisors | Norman | OK | 05/2018 | 01/2025 |
| Massmutual Life Insurance Company | Oklahoma City | OK | 01/2019 | 12/2019 |
| Mml Investors Services, Llc | Oklahoma City | OK | 02/2019 | 12/2019 |
| Calloway Wealth Advisors | Norman | OK | 02/2018 | 01/2025 |
| Portfolio Medics, Llc | Bonita Springs | FL | 10/2020 | 03/2025 |
| Dru & Madison Inc | Lutz | FL | 03/2025 | Present |
| Cima Sports & Wealth Management Inc | Lutz | FL | 06/2025 | Present |
| Cima Sports & Wealth Management Inc | Lutz | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-12 |
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