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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| OH | RA | APPROVED | 2026-03-31 |
Branch Locations
Jacksonville, FL • United States
7650 Rivers Edge Drive Suites 250, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Jacksonville | FL | 10/2016 | 09/2022 |
| Lincoln Financial Advisors Corporation | Jacksonville | FL | 04/2015 | 10/2016 |
| Principal Life Insurance Company | Jacksonville | FL | 09/2022 | Present |
| Principal Securities Inc | Jacksonville | FL | 09/2022 | Present |
| Osaic Wealth, Inc | Jacksonville | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-09 |
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