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3233 Thomasville Road, Tallahassee, FL 32308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
Branch Locations
3233 Thomasville Road, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Tempe | AZ | 01/2015 | 12/2017 |
| Northwestern Mutual Investment Services, Llc | Tallahassee | FL | 01/2017 | 09/2019 |
| Carr, Riggs & Ingram | Tallahassee | FL | 09/2019 | 05/2025 |
| Pw Advisors, Llc | Tallahassee | FL | 05/2025 | Present |
| Lpl Financial | Tallahassee | FL | 09/2025 | Present |
1) 08/27/2025 - Proper Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/13/2025 2) 10/31/2025 - Proper Wealth LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) -Start Date 08/13/2025 - 160 hours per month/ 130 hours during trading 3) 10/31/2025- PW Advisors LLC- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 07/21/2025- 160 Hours Per Month-160 Hours During Trading- I provide investment advisory services through PW Advisors LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-09 |
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