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237 S Westmonte Drive Suite 300, Altamonte Springs,, FL 32714 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-14 |
Branch Locations
237 S Westmonte Drive Suite 300, Altamonte Springs,, FL 32714 • United States
Boynton Beach,, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2016 | 02/2017 |
| Paychex | Miramar | FL | 05/2012 | 10/2016 |
| 401K Generation | Altamonte Springs | FL | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-22 |
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