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3220 Sw 33Rd Rd, Ocala, FL 34474 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 04/2016 | 06/2026 |
| Zinnia Wealth Advisory, Llc | Ocala | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-30 |
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