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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 | 2026-08-11 |
| TN | RA | APPROVED | 2026-07-17 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
1200 Premier Dr Suite 225, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 07/2026 | Present |
| Iowa State University | Ames | IA | 08/2024 | 05/2026 |
| Sams Club | Ames | IA | 06/2025 | 08/2025 |
| Compass Group | Channahon | IL | 08/2023 | 08/2024 |
| Fedex | Romeoville | IL | 12/2022 | 05/2023 |
| Friacos Mexican Restaurant | Naperville | IL | 08/2022 | 11/2022 |
| Chicken N Spice | Shorewood | IL | 01/2022 | 06/2022 |
| Plainfield South High School | Plainfield | IL | 08/2018 | 05/2022 |
| Ymca | Plainfield | IL | 06/2021 | 08/2021 |
| Drauden Point Middle School | Plainfield | IL | 08/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-29 |
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