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698 N Maitland Avenue Ste 201, Maitland, FL 32751 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-29 |
Branch Locations
698 N Maitland Avenue Ste 201, Maitland, FL 32751 • United States
698 N. Maitland Avenue Suite 201, Maitland, FL 32751 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
Branch Locations
698 N. Maitland Avenue Suite 201, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rollins College | Winter Park | FL | 08/2012 | 03/2017 |
| Walt Disney Company | Orlando | FL | 06/2016 | 03/2017 |
| Bny Mellon | Lake Mary | FL | 03/2017 | 06/2018 |
| Lee Hecht Harrison | Maitland | FL | 06/2018 | 05/2021 |
| Delta Capital Management | Maitland | FL | 05/2021 | Present |
| Storage Units Capital Management Corp | Maitland | FL | 05/2021 | Present |
| Delta Advisory Group Inc | Mailtand | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-03 |
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