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110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-08 |
Branch Locations
110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legoland Water Park Resort | Winter Haven | FL | 01/2018 | 01/2020 |
| Country Club Of Winter Haven | Winter Haven | FL | 10/2019 | 08/2020 |
| Sawgrass Marriott Golf Resort And Spa | Jacksonville | FL | 08/2020 | 09/2020 |
| Sneakers Sports Bar | Jacksonville | FL | 10/2020 | 01/2021 |
| Winter Haven Senior High | Winter Haven | FL | 08/2016 | 05/2020 |
| Bambu Cafe | Winter Haven | FL | 02/2021 | 03/2021 |
| University Of North Florida | Jacksonville | FL | 08/2021 | 10/2023 |
| Sneakers On The Green | Jacksonville | FL | 03/2022 | 04/2023 |
| Fidelity Investments | Jacksonville | FL | 05/2023 | 07/2024 |
| Country Club Of Winter Haven | Winter Haven | FL | 04/2021 | 08/2021 |
| University Of North Florida | Jacksonville | FL | 08/2020 | 05/2024 |
| B & C Financial Advisors | Ponte Vedra Beach | FL | 07/2024 | 12/2025 |
| B & C Financial Advisors | Ponte Vedra Beach | FL | 09/2024 | Present |
| B & C Financial Advisors | Ponte Vedra Beach | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-22 |
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