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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
17200 Commerce Park Blvd, Tampa, FL 33647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clay County School District | Green Cove Springs | FL | 08/2006 | 12/2021 |
| Walletwise, Llc | Fleming Island | FL | 03/2019 | 03/2022 |
| Fidelity Investments | Jacksonville | FL | 03/2022 | 09/2024 |
| Magellan Federal, Florida Air National Guard | Jacksonville | FL | 10/2024 | 12/2025 |
| Walletwise, Llc | Valrico | FL | 01/2026 | 04/2026 |
| Usaa Life Insurance Company | Tampa | FL | 04/2026 | Present |
| Usaa Investment Services Company | Tampa | FL | 04/2026 | Present |
OrgNmn:WalletWise, LLC|Org Addr:Fleming Is,Florida,US|OBA Nature:Publisher of Book Get WalletWi|Invst Rel:N|Title:Owner|Duties: The entity is the official business that publishes the book Get WalletWise, published 09/2021|StrtDt:09-10-2021|TotHrs/mon:1|TrdHrs/mon:0 | OrgNmn:Photography by Ken Remsen|Org Addr:Fleming Is,Florida,US|OBA Nature:Landscape and portrait photography. Receiving royalties from Stock Photography I've created|Invst Rel:N|Title:Owner|Duties: Occastionally create portrait and landscape photography. Receive royalties from submitted stock photography. |StrtDt:01/01/1994|TotHrs/mon:1|TrdHrs/mon:0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-06 |
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