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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2023-06-14 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 11/2021 | Present |
| Ss&C Advent | Jacksonville | FL | 08/2019 | 02/2020 |
| Vistage Florida | Jacksonville | FL | 01/2019 | 05/2019 |
| Pure Pool Solutions | Ormond Beach | FL | 02/2014 | 12/2016 |
| University Of North Florida | Jacksonville | FL | 02/2020 | 11/2021 |
| University Of North Florida | Jacksonville | FL | 05/2019 | 08/2019 |
| Daytona State College | Ormond Beach | FL | 12/2016 | 05/2019 |
oMasterMind Wellness. Supplement/Nutrition. Atlanta, GA 30329. Nature of Business: Nutrition & Health Supplements. Position: Board Member/Shareholder. Start Date: 9/2023. Hours per Month: 2. Hours per Month During Trading Hours: 0. Investment Related Activities: N/A. oMasterMind Wellness. Not Investment Related. Atlanta, GA 30329. Nature of Business: Nutrition & Health Supplements. 9/2023. Hours per Month: 0 hours during trading. Duties: Business and consultant strategic advisor oFlorida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales 11/2021. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-01 |
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