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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-20 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Advisor Network, Llc | Oveido | FL | 10/2024 | 06/2025 |
| Whz Strategic Wealth Advisors | Pomfret Center | CT | 01/2023 | 10/2024 |
| Keil Financial Partners | New Berlin | WI | 04/2021 | 05/2022 |
| Connemara Group | Rockville | MD | 07/2020 | 01/2023 |
| Us Air Force Reserve - Macdill Air Force Base | Tampa | FL | 01/2016 | 01/2019 |
| Unemployed | N/A | FL | 02/2019 | 06/2020 |
| Alongside, Llc | Austin | TX | 06/2025 | Present |
I am the Treasurer of my HOA, The Sanctuary Community Association, Inc. Part of my duties are investment related. The address is 1809 E. Broadway ST. Suite 408 Oviedo, FL 32765. As part of my duties, I purchase CDs with our reserve funds. Once the CDs mature, I purchase new ones. I do this through Truist Investment Services Inc. This is an investment and banking business. Their address is 296 Blanding Blvd. Orange Park, FL 32073. I started this in November 2023. I spend about 0.5 hour a month on this business. I spend 0 hours on this business during securities trading hours. BOOK AUTHOR: NOVEL: Money A-Z, A Financial Guide for Gen Z; Address; 2625 Turtlehead Cove, Oviedo, FL, 32766, Nature: Investment/Financial; Relationship: Writer of the novel; Start Date: 04/01/2026; Hours during business hours dedicated: 0; Hours outside business hours dedicated; 20; Duties: Sell the book on Amazon and receive compensation for each selling book.
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