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200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
Branch Locations
200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Fish And Wildlife Conservation | Tallahassee | FL | 02/2022 | 08/2022 |
| Uptown Snoballs | Saint Petersburg | FL | 07/2020 | 08/2021 |
| Northeast Underwriters | Saint Petersburg | FL | 10/2017 | 04/2018 |
| Student At Fsu | Tallahassee | FL | 06/2018 | 04/2022 |
| Student At Northeast High School | Saint Petersburg | FL | 08/2014 | 05/2018 |
| Unemployed | Na | FL | 06/2018 | 05/2020 |
| Phi Mu Fraternity | Tallahassee | FL | 11/2020 | 01/2021 |
| Unemployed | Saint Petersburg | FL | 04/2012 | 09/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2022 | 03/2023 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 09/2022 | 03/2023 |
| Dynasty Financial Partners | St. Petersburg | FL | 04/2023 | Present |
| Dynasty Wealth Management | St. Petersburg | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
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