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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Temple Terrace | FL | 10/2021 | 12/2022 |
| Office Of Financial Aid / Fsu | Tallahassee | FL | 08/2016 | 06/2019 |
| Florida State University | Tallahassee | FL | 08/2016 | 07/2021 |
| Unemployed | Land O Lakes | FL | 08/2021 | 11/2021 |
| Fisher Investments | Tampa | FL | 09/2024 | 01/2025 |
| Dtcc | Tampa | FL | 01/2023 | 09/2024 |
| Mml Investors Services, Llc | Tampa | FL | 04/2025 | Present |
| Massmutual Life Insurance Company | Tampa | FL | 04/2025 | Present |
| Unemployed | Tampa | FL | 01/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-14 |
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