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Navarre, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-17 |
| FL | RA | APPROVED | 2023-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aggregate Financial Services, Inc. | Navarre | FL | 04/2023 | Present |
| Actigraph | Pensacola | FL | 06/2019 | Present |
| Navy Federal Credit Union | Pensacola | FL | 10/2016 | 06/2019 |
| Crabs On The Beach | Pensacola | FL | 04/2012 | 10/2016 |
ACTIGRAPH; NON INVESTMENT-RELATED; PENSACOLA, FLORIDA; SOFTWARE & MEDICAL DEVICE COMPANY; LEARNING PROGRAM SUPERVISOR; 2017, 160 HRS/MO DURING TRADING HOURS; TRAINING AND HUMAN RESOURCES RELATED ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
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