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808 North Donnelly St., Mount Dora, FL 32757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
Branch Locations
808 North Donnelly St., Mount Dora, FL 32757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | San Antonio | TX | 01/2015 | 01/2020 |
| Assetmark Financial Holdings, Inc | Chicago | IL | 01/2020 | 07/2023 |
| Assetmark Brokerage, Llc | Chicago | IL | 01/2020 | 07/2023 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 07/2023 | 02/2024 |
| Brinker Capital Securities, Llc | Berwyn | PA | 07/2023 | 02/2024 |
| Sei Investments | Oaks | PA | 10/2024 | 11/2025 |
| Unemployment | Chicago | IL | 03/2024 | 09/2024 |
| Finiat, Llc | Mount Dora | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-04 |
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