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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
Branch Locations
2601 Cattlemen Rd Ste 200, Sarasota, FL 34232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vista Wealth Solutions | Radnor | PA | 07/2025 | 05/2026 |
| Exp Realty Llc | Jenkintown | PA | 05/2023 | Present |
| The Pennsylvania University | University Park | PA | 08/2022 | 05/2026 |
| Everyday Peptides | Holland | PA | 11/2025 | Present |
| Taorminas Ivyland | Ivyland | PA | 10/2020 | 05/2024 |
| Council Rock South Council High School | Southampton | PA | 07/2016 | 06/2022 |
| Anthony Holds | Sarasota | FL | 07/2026 | Present |
| Anthony Holds | Sarasota | FL | 06/2026 | 07/2026 |
| Northwestern Mutual Investment Services Llc | Sarasota | FL | 07/2026 | Present |
1. eXp Realty LLC, Not Investment-related, 479 Old York Rd Suite B, Jenkintown, PA, USA, 19046, Real Estate Agent, Start Date: 05/01/2023, 1 hrs per week, 0 trading hrs per week, Real Estate Agent, Duties: Only holding license for immediate family at home I do not plan to market myself or list any houses anytime in the near future I will probably spend less than 10 hours a year if that and once my grandmother moves I am planning to drop my license. 2. Everyday Peptides, Not Investment-related, 239 Woodlake Dr, Holland, PA, USA, 18966, 0% Owner, Start Date: 11/01/2025, 5 hrs per week, 0 trading hrs per week, CEO of Everyday Peptides selling research use only peptides to researc, Duties: Because I built the system all I do now it just order inventory and pack orders and takes me about 30 minutes a night or so position will be terminated in september of 2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-22 |
| S66 | Uniform Combined State Law Examination | 2024-09-28 |
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