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3895 Tampa Road, Oldmar, FL 34677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics | Bonita Springs | FL | 08/2022 | 10/2022 |
| Dsw Transportation, Inc. | Myrtle Beach | SC | 02/2020 | Present |
| Munson Financial | Pymouth | MN | 02/2022 | 08/2025 |
| Us Army | Ft Bragg | NC | 06/2017 | 06/2022 |
| Student | Palatine | IL | 08/2002 | 06/2017 |
| International Assets Investment Management, Llc | Ft. Lauderdale | FL | 10/2022 | 12/2022 |
| Fidelis Wealth Management, Llc | Dania Beach | FL | 03/2023 | 12/2025 |
| Kch Trucking | Myrtle Beach | SC | 05/2022 | Present |
| Campbell University | Buies Creek | NC | 08/2021 | 12/2021 |
| Maggi Investment Services, Llc | Oldsmar | FL | 10/2025 | Present |
| Maggi Tax Advisory Group, Inc. | Oldsmar | FL | 10/2025 | Present |
1) Maggi Tax Advisory Group, Inc; Inv Rel; Oldsmar, FL; Ins sales and services; Ins Agent; 10/2025; approx 20% of time. 2) KCH Trucking; Not Inv Rel; Myrtle Beach, SC; transportation company; co-owner; 05/2022; less than 5% of time. 3) DSW Transportation, Inc.; Not Inv Rel; Myrtle Beach, SC; transportation company; co-owner; less than 5% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-04 |
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