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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-08-27 |
| CO | RA | APPROVED | 2025-04-24 |
| IN | RA | APPROVED | 2025-02-07 |
| FL | RA | APPROVED | 2025-01-03 |
Branch Locations
10151 Deerwood Park Blvd Building 300, Suite 114, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Florida Financial | Jacksonville | FL | 07/2024 | 08/2024 |
| Strategic Wealth Group | Tallahassee | FL | 08/2022 | 05/2024 |
| St. Peter's Anglican Cathedral | Tallahassee | FL | 01/2022 | 05/2024 |
| Challenger Learning Center | Tallahassee | FL | 01/2022 | 04/2022 |
| Cold Stone Creamery At Wildlight | Yulee | FL | 05/2020 | 08/2021 |
| Unemployed | Lebanon | IN | 08/2014 | 04/2020 |
| Unemployed | Jacksonville | FL | 05/2024 | 07/2024 |
| Unemployed | Tallahassee | FL | 08/2021 | 01/2022 |
| Guardian Life Insurance | Jacksonville | FL | 08/2024 | Present |
| Park Avenue Securities | Jacksonville | FL | 08/2024 | Present |
1) Nassau Council of Arts & Culture-Treasurer, Start Date: 1/17/2025, Address: Fernandina Beach, FL 32034, 4 total hours per month; 0 during securities trading, Not Investment Related, No Annual Compensation, 2) Insurance other than Guardian, Start Date: 9/17/2025, Address: 10151 Deerwood Park Blvd, Building 300, Suite 114, Jacksonville, FL 32256, 2 total hours per month; 2 during securities trading, Investment Related, <10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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