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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-10 |
| VA | RA | APPROVED | 2025-10-10 |
Branch Locations
7639 Leesburg Pike #401N, Falls Church, VA 22043 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Temple Terrace | FL | 01/2023 | 04/2024 |
| Luigi's Kitchen | Tampa | FL | 10/2021 | 01/2023 |
| Forbici Modern Italian | Tampa | FL | 07/2019 | 03/2022 |
| The Liberal Cup | Hallowell | ME | 05/2017 | 06/2019 |
| Kennebec Valley Ymca | Augusta | ME | 07/2015 | 06/2019 |
| University Of Tampa Center For Public Speaking | Tampa | FL | 09/2018 | 11/2019 |
| University Of Tampa | Tampa | FL | 09/2017 | 05/2021 |
| Kents Hill School | Readfield | ME | 08/2014 | 05/2017 |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | 04/2024 |
| Rbmuha | Falls Church | VA | 05/2024 | 10/2025 |
| Kestra Advisory Services, Llc | Falls Church | VA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
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