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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-16 |
| FL | RA | APPROVED | 2026-06-23 |
| CT | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED | 2026-05-28 |
Branch Locations
New London, CT • United States
Tampa, FL • United States
3330 Causeway Blvd. Suite 400, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbre | Tampa | FL | 08/2021 | 09/2022 |
| Id Plans | Tampa | FL | 09/2022 | 03/2023 |
| Genoa Wealth, Llc | Tampa | FL | 04/2026 | Present |
| Self Employed | Tampa | FL | 04/2024 | Present |
| Unemployed | Tampa | FL | 03/2020 | 07/2020 |
| Resource Management, Llc | Metairie | LA | 08/2017 | 03/2020 |
| The Financial Advisory Group | Houston | TX | 09/2015 | 07/2017 |
| Provise Management Group | Clearwater | FL | 07/2020 | 08/2021 |
| Raymond James & Associates, Inc | Saint Petersburg | FL | 03/2023 | 04/2024 |
Name of other business: Family Wealth Management, LLC; Is business Investment related: Yes; Address of other business: Ponce Inlet, FL; Nature of other business: Financial Management; Your position: Trustee; Start date of relationship: 2011; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 0.
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