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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| OR | RA | APPROVED | 2026-08-11 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Portland | OR | 04/2016 | 06/2018 |
| M Holdings Securities | Portland | OR | 06/2018 | 02/2021 |
| Constellation Advisors, Iq-Eq | Portland | OR | 06/2021 | 09/2021 |
| Avantax Investment Services, Inc. | Remote | OR | 10/2021 | 02/2022 |
| Avantax Advisory Services | Remote | OR | 10/2021 | 02/2022 |
| Not Employment | Portland | OR | 03/2021 | 05/2021 |
| Unemployed | Portland | OR | 04/2022 | 04/2023 |
| Atria Wealth Management | San Diego | CA | 05/2023 | 07/2025 |
| Lpl Financial, Llc | Portland | OR | 07/2025 | 12/2025 |
| Horace Mann Companies | Springfield | IL | 02/2026 | 06/2026 |
| Horace Mann Investors, Inc | Springfield | IL | 02/2026 | 06/2026 |
| Bcg Securities, Inc | Cherry Hill | NJ | 02/2026 | 06/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2026 | Present |
| Unemployed | Portland | OR | 06/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-10 |
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