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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-16 |
Branch Locations
9715 Gate Parkway North, Jacksonville, FL 32246 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 03/2022 | 08/2024 |
| Pennsylvania State University | State College | PA | 08/2012 | 12/2016 |
| First Home Bank | Tampa | FL | 09/2020 | 03/2022 |
| Boss Development Inc | Monessen | PA | 07/2018 | 10/2019 |
| Douglas Education Center | Monessen | PA | 07/2018 | 10/2019 |
| Unemployed | Monessen | PA | 10/2019 | 09/2020 |
| Frontier Railroad Services, Llc | New Stanton | PA | 03/2017 | 07/2018 |
| Unemployed | Monessen | PA | 12/2016 | 03/2017 |
| Morgan Stanley | Tampa | FL | 03/2025 | 03/2026 |
| Unemployed | Tampa | FL | 08/2024 | 03/2025 |
| T.D. Bank | Tampa | FL | 03/2026 | Present |
| Td Private Client Wealth Llc | Tampa | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
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