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2637 Mc Cormick Drive Suite 101, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-08 |
Branch Locations
2637 Mc Cormick Drive Suite 101, Clearwater, FL 33759 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 09/2022 | 02/2025 |
| Associate Staffing | Charlotte | NC | 08/2022 | 09/2022 |
| Banknewport | Middletown | RI | 06/2019 | 07/2022 |
| H&R Block | Wakefield | RI | 02/2019 | 04/2019 |
| Ba Services Inc. | Charlestown | RI | 06/2018 | 08/2018 |
| University Of Rhode Island | Kingston | RI | 01/2018 | 05/2018 |
| Charlestown Mini Super | Charlestown | RI | 06/2017 | 09/2017 |
| Belmont Market | Wakefield | RI | 06/2015 | 05/2017 |
| University Of Rhode Island | Kingston | RI | 09/2017 | 05/2021 |
| Chariho Regional High School | Wood River Junction | RI | 09/2014 | 06/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | 02/2025 |
| The Holland Group, Retirement Wealth Advisors, Llc | Clearwater | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
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