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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
401 E Jackson St Suite 3675, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palm Harbor | FL | 06/2009 | 07/2020 |
| Raymond James Financial Services, Inc | Palm Harbor | FL | 07/2020 | Present |
| Next Retirement Solutions | St Petersburg | FL | 07/2020 | 08/2023 |
| Iht Wealth Management | Chicago | IL | 02/2026 | Present |
(1)Name of Business: The Guardian Network® - with Davis Ii Companies Llc Address: 100 2nd Ave S Ste 704S, Saint Petersburg, FL, 33701, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/27/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ability to sell Guardian Disability insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-08 |
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