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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-16 |
| FL | RA | APPROVED | 2022-08-11 |
Branch Locations
4207 W Bay To Bay Blvd, Tampa, FL 33629 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 08/2015 | 08/2017 |
| Evo Payments International | Tampa | FL | 10/2020 | 12/2020 |
| Centravest Financial, Inc. | St. Petersburg | FL | 01/2021 | 05/2022 |
| Ameriprise Financial Services, Llc | Tampa | FL | 08/2022 | Present |
| Usaa Financial Planning Services | Tampa | FL | 10/2015 | 08/2017 |
| Morgan Stanley | Tampa | FL | 08/2017 | 05/2020 |
| Unemployed | Tampa | FL | 06/2020 | 10/2020 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 01/2021 | 05/2022 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 01/2021 | 05/2022 |
Business Ownership; Interstellar by L&G; Adult that helped to open the Etsy account; Retail; 2 Ladoga Ave., , Tampa, FL, 33606; Not Investment-Related; 02/15/2025; 0 hours per month; 0 during trading hours. Outside Employment; United States Navy; Petty Officer First Class - None; ; 2750 Southshore Ave., , Tampa, FL, 33621; Not Investment-Related; 08/15/2022; 40 to 59 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-14 |
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