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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-11 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Tampa, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 07/2019 | 09/2022 |
| Franklin Templeton | St Petersburg | FL | 01/2017 | 07/2019 |
| Ultime Medical Academy | Tampa | FL | 02/2016 | 01/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2020 | 09/2022 |
| Bankers Life Securities, Inc | Clearwater | FL | 10/2022 | Present |
| Bankers Life Advisory Services, Inc | Clearwater | FL | 10/2022 | Present |
| Bankers Life & Casualty, Inc | Clearwater | FL | 09/2022 | Present |
| Brookwood Investment Group | Phoenix | AZ | 07/2025 | Present |
Agent with BLC 1. FLSRC - Florida Soccer Referees; Not Investment related; FL; Soccer Referee; Employee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 32; Referee/Assistant Referee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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