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Lutz, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-04 |
| FL | RA | APPROVED | 2024-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Investments, Llc | Auburn | AL | 11/2016 | 11/2023 |
| Wear Blue: Run To Remember | Lutz | FL | 12/2015 | 11/2016 |
| Lyons View Capital, Llc | Auburn | AL | 11/2022 | 11/2023 |
| Bayview Financial Planning, Llc | Tampa | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-22 |
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