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2100 Lake Eustis Dr., Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
Branch Locations
13400 Sutton Park Drive S. Suite 1501, Jacksonville, FL 32224 • United States
2100 Lake Eustis Dr., Tavares, FL 32778 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | 07/2024 |
| Thrivent Advisor Network D/B/A 49 Financial | Jacksonville | FL | 07/2022 | 01/2023 |
| University Of Florida | Gainesville | FL | 07/2021 | 05/2022 |
| Bluecorddesign&Construction | Orlando | FL | 04/2021 | 07/2021 |
| University Of Florida | Gainesville | FL | 07/2018 | 04/2021 |
| Oviedo High School | Oviedo | FL | 05/2012 | 07/2018 |
| 49 Wealth Management, Llc | Jacksonville | FL | 01/2023 | 03/2026 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 07/2024 | 12/2024 |
| Destiny Wealth Partners | Tavares | FL | 03/2026 | Present |
Independent Insurance Agent; not investment-related; started 04/2022; approximately 40 hours per month, 40 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-27 |
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