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West Palm Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2009-08-18 |
| FL | RA | APPROVED | 2004-07-12 |
| OH | RA | APPROVED | 2004-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Value View Financial Corp. | West Palm Beach | FL | 01/1999 | Present |
| Palm Beach Atlantic University | West Palm Beach | FL | 08/2018 | Present |
| Charleston Southern University | Charleston | SC | 08/2009 | 05/2017 |
| Oklahoma Baptist University | Shawnee | OK | 08/2016 | 05/2018 |
| Anderson University | Anderson | SC | 01/2018 | 07/2018 |
Associate Professor of Finance at Palm Beach Atlantic University. He teaches courses in finance and related business topics. Related to this role, he also conducts academic research, makes academic presentations, and develops online teaching materials and tools in his areas of expertise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-12 |
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