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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-26 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Saint Petersburg | FL | 08/2025 | Present |
| Newday Usa | West Palm Beach | FL | 01/2025 | 01/2025 |
| Woda Cooper Companies | Columbus | OH | 05/2024 | 10/2024 |
| Kenan Advantage Group | Canton | OH | 05/2023 | 04/2024 |
| Wingate By Wyndham | Canton | OH | 05/2022 | 02/2023 |
| Lucia's Steakhouse | Canton | OH | 05/2020 | 08/2022 |
| The Ohio State University | Columbus | OH | 02/2025 | 06/2025 |
| Unemployed | Canton | OH | 12/2002 | 04/2020 |
| Doordash | Saint Petersburg | FL | 10/2025 | Present |
Name of the Other Business: DoorDash, Inc. Whether the Business is Investment-Related: No Address of the Other Business: DoorDash, Inc. 303 2nd Street, Suite 800 San Francisco, CA 94107 Nature of the Other Business: Food delivery service / gig-economy platform Your Position, Title, or Relationship with the Other Business: Independent Contractor (Delivery Driver) Start Date of Your Relationship: October 25th, 2025 Approximate Number of Hours/Month Devoted to the Other Business: 80/month Number of Hours Devoted to the Other Business During Securities Trading Hours: 0 hours Brief Description of Duties Relating to the Other Business: Pick up and deliver food and retail orders placed through the DoorDash mobile app; responsible for order accuracy, timeliness, and customer satisfaction.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-16 |
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