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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2022 | 06/2023 |
| Regions Bank | Orlando | FL | 06/2021 | 08/2022 |
| 401K Generation | Altamonte Springs | FL | 01/2021 | 06/2021 |
| Aon | Chicago | IL | 09/2020 | 12/2020 |
| Famosale Inc | Orlando | FL | 03/2019 | 09/2020 |
| Unemployed | Giza | 08/2018 | 03/2019 | |
| First Abu Dhabi Bank | Cairo | 11/2014 | 08/2018 | |
| Truist Investment Services,Inc | Olando | FL | 06/2023 | Present |
| Truist Advisor Services, Inc | Orlando | FL | 06/2023 | Present |
UBER DRIVE POSITION: Uber Driver NATURE: Platform to deliver people and food. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2024 ADDRESS: Orlando FL, United States DESCRIPTION: Deliver People and food. UNIVERSITY OF MID FLORIDA POSITION: Board Member (Volunteer) NATURE: Private educational institution offering academic and continuing education programs. The organization is not engaged in financial services, securities, or investment activities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2026 ADDRESS: Orlando FL, United States DESCRIPTION: Serve as an unpaid volunteer board member providing high-level governance and strategic guidance. Responsibilities are limited to attending approximately 1-2 board meetings per year and offering advisory input on institutional strategy. No operational, financial, investment, fundraising, or banking-related responsibilities. UNIVERSITY OF MID FLORIDA POSITION: Continuing Education Instructor NATURE: Private educational institution offering academic and continuing education programs for working professionals and small business owners. The Continuing Education unit provides non-credit, short-format certificate courses. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2026 ADDRESS: Orlando FL, United States DESCRIPTION: Design and teach two non-credit, short-format certificate programs through the University's Continuing Education unit: Certificate in Personal Finance and Investment Strategy Certificate in Banking and Credit for Small Business Owners. Instruction is limited to general financial literacy education, concepts, frameworks, and best-practice explanations. No individualized advice, no securities recommendations, and no discussion or promotion of specific financial products or institutions. Courses are delivered evenings/weekends only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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