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1091 West Morse Boulevard Suite 200, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
Branch Locations
1091 West Morse Boulevard Suite 200, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Harvest Wealth Advisors | Winter Park | FL | 06/2026 | Present |
| The Bank Of New York Mellon | Lake Mary | FL | 11/2025 | 06/2026 |
| 4 Rivers Smokehouse, Llc | Winter Park | FL | 06/2020 | 10/2024 |
| Chick-Fil-A | Orlando | FL | 06/2018 | 05/2020 |
| Naval Air Warfare Center Training Systems Division | Orlando | FL | 11/2024 | 10/2025 |
| International Community School | Winter Park | FL | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-24 |
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