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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
2101 Cedar Springs Road Suite 710, Dallas, TX 75201 • United States
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Jacksonville | FL | 01/2023 | 12/2023 |
| Kathy Scott State Farm | Jacksonville | FL | 08/2021 | 12/2022 |
| Farmers Insurance- Jon Cicciarelli | Brandon | FL | 01/2021 | 08/2021 |
| Aaron Kilbride State Farm | Tampa | FL | 03/2020 | 12/2020 |
| Total Quality Logistics | Tampa | FL | 12/2018 | 03/2020 |
| Jacksons Bistro, Bar & Sushi | Tampa | FL | 08/2018 | 11/2018 |
| Charthouse | Long Boat Key | FL | 02/2018 | 08/2018 |
| Evoq @ Westin | Sarasota | FL | 10/2017 | 02/2018 |
| Ocean Properties Restaurants | Lido Beach | FL | 04/2017 | 08/2017 |
| Carrabba's Italian Grill | Bradenton | FL | 11/2015 | 09/2016 |
| The Bearded Clam | Sarasota | FL | 09/2014 | 02/2017 |
| Joey D's Chicago Eatery | Bradenton | FL | 09/2016 | 02/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2025 | 08/2026 |
| Tiaa | Frisco | TX | 03/2025 | 08/2026 |
| Unemployed | Jacksonville | FL | 01/2024 | 02/2024 |
| Kelsey Shay State Farm | Yulee | FL | 02/2024 | 11/2024 |
| Kathy Wall State Farm | Dallas | TX | 12/2024 | 03/2025 |
| University Of South Florida | Tampa | FL | 01/2019 | 12/2021 |
| Unemployed | Bradenton | FL | 02/2017 | 04/2017 |
| Unemployed | Bradenton | FL | 08/2017 | 10/2017 |
| International Assets Advisory, Llc | Dallas | TX | 08/2026 | Present |
| Megatel Capital Investments | Dallas | TX | 08/2026 | Present |
1) MEGATEL CAPITAL INVESTMENTS/MEGATEL HOMES, INC. 2101 CEDAR SPRINGS ROAD, SUITE 700, DALLAS, TX 75201 - REAL ESTATE CONSTRUCTION FINANCING PROVIDING DIRECT REAL ESTATE INVESTMENTS TO INDEPENDENT BROKER DEALERS/REGISTERED INVESTMENT ADVISORS - AVP SALES SINCE 08/2026 - APPROX 160 HRS/MO - SALARY 2) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC - AFFILIATED RIA - 111 N ORANGE AVE, STE 1000 - INVESTMENT ADVISOR REPRESENTATIVE SINCE 08/2026 - APPROX 1 HR/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-24 |
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