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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-14 |
Branch Locations
301 East Pine Street Suite 600, Orlando, FL 32802 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Orlando | FL | 05/2016 | 11/2016 |
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2016 | 03/2019 |
| Staton Media Group | Orlando | FL | 06/2012 | 06/2017 |
| Allgen Financial Advisors, Inc. | Orlando | FL | 03/2019 | 02/2025 |
| Hightower Advisors, Llc | Orlando | FL | 02/2025 | Present |
Nona Crest; Investment Related - No; Orlando, FL; HOA Board Member; Start Date - 08/2025; Approximately 1 - 2 hours per month with 0 hours during securities trading hours; Duties involve attending board meetings, drafting agendas and meeting notes. overseeing technology initiatives. Vacation Rental; Investment Related - No; Orlando, FL; Owner; Start Date - 08/2025; Approximately 0 - 1 hours per month with 0 hours during securities trading hours; Operate an Airbnb vacation rental Rymar Properties; Investment Related - No; Orlando, FL; Vacation Rental Management; Manager; Start Date - 02/2025; Approximately 4 hours per month with 0 hours during securities trading hours; Managing a vacation beach rental on Airbnb owned by my in-laws.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-02 |
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