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Oldsmar, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-08-12 |
Branch Locations
Miami, FL • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camelot Wealth Management, Llc | Oldsmar | FL | 12/2017 | Present |
| Miami-Dade Aviation | Miami | FL | 10/2016 | Present |
| Camelot Wealth Management | Miami | FL | 01/2016 | 11/2017 |
1. Miami-Dade Aviation since 12/2016 as an Accountant, not investment-related, devoting a majority of professional time as such. 2. Tax Preparation. Non-investment-related, Oldsmar, FL; Simple Tax Returns; Since 2015, Feb-April up to 3 hours a week each during that time frame, Less than an hour during trading hours,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-17 |
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