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Oldsmar, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-29 |
| FL | RA | APPROVED | 2022-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camelot Wealth Management, Llc | Oldsmar | FL | 07/2022 | Present |
| Tk Elevator | Tampa | FL | 01/2016 | 08/2023 |
| Liftnet | Cicero | IL | 08/2023 | Present |
| Fastroll Poker, Llc | St Petersburg | FL | 06/2024 | Present |
LiftNet Not investment related Cicero, IL Vertical-Transportation Solutions Manager - I am a W-2 employee, we are a SaaS provider for a remote elevator status monitoring solution for large elevator/escalator portfolios START DATE: 08/2023 40 hours per week (30 during trading hours) Sales, account management, sales engineering Fastroll Poker, LLC Not investment related St Petersburg, FL Owner 50%. Software/SaaS business - we provide tools for serious live poker players to journal their hands played, study their decisions, and ultimately improve their win-rates June 2024 5-15hrs/week depending so ~20-60 hours/month 1-2 at most, vast majority of work done pre or post market time Software Engineering / Lead Mobile Developer, Customer support, Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-24 |
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