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Indian Rocks Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tlw Wealth Management | Indian Rocks Beach | FL | 10/2019 | Present |
| Berkshire Hathaway | Clearwater | FL | 12/2018 | 09/2019 |
| Unemployed | Omaha | NE | 01/2018 | 12/2018 |
| Djs Dugout | Omaha | NE | 09/2017 | 09/2018 |
| C- Ride Board Shop | St Petersburg | FL | 03/2017 | 09/2017 |
| Unemployed | Omaha | NE | 09/2016 | 03/2017 |
| Coconuts | Laurie | MO | 05/2016 | 09/2016 |
Lyf Coach and Development, Not investment related, Life Coaching, Executive Coach, 1/27/2022, 15 hours per week, 5 hours per week during trading hours, provide life coaching to help others with their personal growth and professional development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-24 |
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