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111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charlotte Russe | Jacksonville | FL | 05/2018 | 08/2018 |
| University Of North Florida | Jacksonville | FL | 06/2017 | 06/2020 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 05/2020 | 06/2026 |
| Mandarin High School | Jacksonville | FL | 08/2013 | 05/2017 |
| Strategic Advisers Llc/ Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Walser Wealth Management Company | Tampa | FL | 08/2026 | Present |
| Fidelity Personal And Workplace Advisors | Jacksonville | FL | 01/2021 | 03/2025 |
~1) Walser Wealth; Investment-related; Tampa, FL; Position: Insurance Agent; Start Date 08/2026; Approximately 80 hours/month devoted to this business with approximately 80 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-10 |
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