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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-04 |
Branch Locations
12751 New Brittany Blvd, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 07/2022 |
| Us Health Advisors | Fort Myers | FL | 04/2016 | 05/2018 |
| Brokers Alliance | Phoenix | AZ | 07/2017 | 06/2018 |
| Truist Investment Services, Inc. | Ft. Myers | FL | 07/2022 | Present |
| Truist Advisory Services, Inc. | Ft. Meyers | FL | 07/2022 | Present |
CHARLOTTE COUNTY PUBLIC SCHOOL DISTRICT POSITION: Coach NATURE: High School Softball Coach INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2024 ADDRESS: Punta Gorda FL, United States DESCRIPTION: Coaching Girls Softball
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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