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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-08 |
| OK | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Wealth | Boulder | CO | 01/2023 | Present |
| Unemployed | Tulsa | OK | 05/2022 | 12/2022 |
| Mechanic Advisor | Tulsa | OK | 07/2021 | 04/2022 |
| Mojio | Campbell | CA | 02/2020 | 05/2021 |
| Unemployed | Tulsa | OK | 05/2019 | 01/2020 |
| Verizon Telematics | Atlanta | GA | 08/2016 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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