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124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-12 |
Branch Locations
124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Wealth Advisors, Inc. | Lakeland | FL | 06/2019 | Present |
| Cla (Cliftonlarsonallen) | Tampa | FL | 01/2019 | 04/2019 |
| Land South Management | Lakeland | FL | 10/2017 | 12/2018 |
| The First National Bank | Wiscasset | ME | 06/2016 | 08/2017 |
| Florida Southern College | Lakeland | FL | 08/2016 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-03 |
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