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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-03 |
| TX | RA | APPROVED | 2024-04-02 |
Branch Locations
25 West Cedar Street, Pensacola, FL 32502 • United States
2605 Enterprise Road Suite 168, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Clearwater | FL | 01/2024 | Present |
| Kpmg, Llp | Tampa | FL | 09/2022 | 09/2023 |
| N/A | Tampa | FL | 05/2022 | 09/2022 |
| University Of Florida | Gainesville | FL | 08/2017 | 05/2022 |
| Kpmg, Llp | Tampa | FL | 06/2021 | 08/2021 |
| Mardi Properties, Llc | Seminole | FL | 01/2015 | 02/2020 |
| Seminole High School | Seminole | FL | 08/2013 | 05/2017 |
| Varidin Properties, Llc | Tampa | FL | 12/2022 | Present |
| University Of Florida | Gainesville | FL | 08/2021 | 05/2022 |
1. Varidin Properties LLC; 4104 W Lawn Ave, Tampa, FL 33611; The LLC rents out one single family residential house in St. Petersburg, FL; I am the sole member of Varidin Properties, LLC; I own and operate the business. I manage the books, hire independent contractors, and ensure bills are paid; 12/15/2022; 8 Hours per Month; Not during securities trading hours; Investment-related 2. Florida Institute of Certified Public Accountants; 205 S Orange Ave, Unit 300P, Orlando, FL 32801;Professional affiliation group; Committee Member; Meet regularly and schedule and plan local events; 07/01/2024; 5 hrs/month; Not during securities trading hours; Not Investment-related 3. Dunedin Cares Food Pantry, Inc.; 1630 Pinehurst Road Dunedin, FL 34698; Local food pantry; Board Member; Meet regularly and help plan the strategic growth of the food pantry; 09/15/2025; 2hrs/mth; Not during securities trading hours; Not investment related 4. Florida Institute of CPAs - Chapter Chair; 205 S Orange Ave, Unit 300P Orlando, FL 32801; Professional affiliation group; Chapter Chairperson; Meet regularly, schedule, and plan local events; 09/08/2025; 3hrs/mth; Not during securities trading hours; Not investment related 5. Florida Institute of CPAs - Common Interest Realty Association Committee; 205 S Orange Ave, Unit 300P Orlando, FL 32801; Professional affiliation group; Committee Member; Meet regularly to discuss accounting issues related to common interest real estate; 09/01/2025; 1hr/mth; During securities trading hours; Not investment related 3. Dela Tau Delta Fraternity; 10000 Allisonville Road Fishers, IN 46038; A United States-based 501(c)(7) international Greek letter college fraternity founded in 1858.; Investment Advisory Board Member; The Board will direct the Committee to select an appropriate set of investments to seek to achieve an established rate of return; 04/28/2025; 4 hrs/qtr; Not during securities trading hours; Not Investment-Related 4. Suncoast NPI, Inc. - Central Pinellas Chapter; 1730 PINE CREEK COURT Safety Harbor, FL 34695; Business networking group; Treasurer of Central Pinellas Chapter; Ensure members pay dues, and pay for weekly meals on NPI credit card; 11/03/2025; 1hr/wk; During securities trading hours; Not investment related 5. Delta Tau Delta Fraternity Operations, LLC Subsidiary of Delta Tau Delta Fraternity, Inc.; 9100 Keystone Crossing Ste 830 Indianapolis, IN 46240; A United States-based international Greek letter college fraternity founded in 1858; Investment Advisory Board Member; The Board will direct the Committee to select an appropriate set of investments to seek to achieve an established rate of return; 01/26/2026; 2hrs/qtr; Not during securities trading hours; Not investment related 6. Arch of Promise, Inc. Subsidiary of Delta Tau Delta Fraternity, Inc.; 9100 Keystone Crossing Ste 830 Indianapolis, IN 46240; A United States-based 501(c)(7) international Greek letter college fraternity founded in 1858; Investment Advisory Board Member; The Board will direct the Committee to select an appropriate set of investments to seek to achieve an established rate of return; 01/26/2026; 2hrs/qtr; Not during securities trading hours; not investment related 7. Purple Road, Inc. - Investment Advisory Board Subsidiary of Delta Tau Delta Fraternity, Inc.; 9100 Keystone Crossing Ste 830 Indianapolis, IN 46240; A United States-based 501(c)(7) international Greek letter college fraternity founded in 1858; Investment Advisory Board Member; The Board will direct the Committee to select an appropriate set of investments to seek to achieve an established rate of return; 01/26/2026; 2hrs/qtr; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-01 |
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