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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-30 |
Branch Locations
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
810 Brown Street Suite C, Columbus, IN 47201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Columbus | IN | 03/2022 | Present |
| Na | Zhuhai | 11/2021 | 12/2021 | |
| Zhuhai Da Heng Qin Development Co., Ltd | Zhuhai | 07/2020 | 10/2021 | |
| Hengqin Financial Investment Group Co., Ltd | Zhuhai | 09/2017 | 06/2020 | |
| Unemployed | Zhuhai | 11/2016 | 08/2017 | |
| Imperial College London And University Of Cambridge | London And Cambridge | 10/2011 | 10/2016 | |
| Engelstad Wealth Advisors | Columbus | IN | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Columbus | IN | 02/2021 | Present |
| Student | Cambridge | 10/2014 | 10/2016 | |
| Concurrent Investment Advisors, Llc | Columbus | IN | 10/2024 | Present |
Engelstad Wealth Advisors - 02/2022 - Columbus, IN - DBA Support company - Investment related - Wealth Management - 160/132 hrs per month - Employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-06 |
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