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111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa Bank | St. Petersburg | FL | 12/2010 | 04/2020 |
| Unemployed | St. Petersburg | FL | 04/2020 | 03/2021 |
| Fisher Investments | St. Petersburg | FL | 03/2021 | 12/2023 |
| Morgan Stanley | Tampa | FL | 03/2024 | 04/2025 |
| Walser Wealth Management Company | Tampa | FL | 08/2026 | Present |
| (Family Member Caregiver) | St. Petersburg | FL | 04/2025 | 05/2026 |
~1) Walser Wealth; Investment-related; Tampa, FL; Position: Insurance Agent; Start Date 08/2026; Approximately 80 hours/month devoted to this business with approximately 80 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-10 |
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