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Lake Mary, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 365Sundays Wealth Llc | Lake Mary | FL | 07/2026 | Present |
| Jp Morgan Chase | New York | NY | 11/2017 | 02/2019 |
| Bny Global Financial Services | Orlando | FL | 02/2019 | 02/2025 |
| Student | Lake Mary | FL | 03/2025 | 12/2025 |
| Windermere Homes Llc | Orlando | FL | 03/2025 | Present |
| Unemployed | Lake Mary | FL | 07/2016 | 10/2017 |
the name of the other business; Windermere Homes LLC whether the business is investment-related; Not Investment Related the address of the other business; 9404 South Orange Blossom Trail, Suite C Orlando, FL 32837 the nature of the other business; your position; title, or relationship with the other business; Licensed Real Estate Salesperson the start date of your relationship; 03/2025 the approximate number of hours/month you devote to the other business; 2% of time per month the number of hours you devote to the other business during securities trading hours; 2% of time per month and briefly describe your duties relating to the other business; Listing Agent, Acted as Buyers Agent in Real Estate transactions. Assisting clients with real estate transactions under Windermere Homes LLC
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