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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-13 |
Branch Locations
6901 Professional Pkwy E, Sarasota, FL 34240 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix Supermarkets | Bradenton | FL | 03/2016 | 07/2022 |
| Tako's Cantina | Bradenton | FL | 02/2022 | 03/2023 |
| Regions Bank | Sarasota | FL | 09/2022 | 01/2024 |
| Jd Financial Solutions & Insurance Group, Inc | Sarasota | FL | 01/2024 | Present |
| Bar Italia | Sarasota | FL | 06/2024 | Present |
| Foundations Investment Advisors | Phoenix | AZ | 03/2025 | Present |
BAR ITALIA; NON INVESTMENT RELATED; ADDRESS: 6568 UNIVERSITY PKWY, SARASOTA, FL 34240; WAITER; SERVE FOOD AND BEVERAGES TO GUESTS; START DATE: 06/2024; SPEND APPROXIMATELY 84 HOURS A MONTH OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-12 |
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