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Winter Park, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | St. Petersburg | FL | 09/2017 | 09/2019 |
| Key Investment Group | Winter Park | FL | 01/2017 | 05/2017 |
| Full Time Student | Winter Park | FL | 04/2014 | 05/2017 |
| Raymond James Financial Services Inc | Winter Park | FL | 03/2020 | 04/2021 |
| Massmutual Life Insurance Co. | Orlando | FL | 06/2021 | 06/2023 |
| Mml Investors Services | Orlando | FL | 06/2021 | 06/2023 |
| Unemployed | Palm City | FL | 05/2017 | 09/2017 |
| Ameriprise Financial Services Llc. | Winter Park | FL | 09/2019 | 03/2020 |
| Lasalle St. Securities Llc. | Winter Park | FL | 02/2017 | 06/2020 |
| Aegis Advisors | Winter Park | FL | 09/2019 | 05/2024 |
| Cys Bookkeeping | Winter Park | FL | 01/2023 | Present |
| Venture Wealth Solutions Llc | Winter Park | FL | 11/2024 | Present |
| Venture Wealth Solutions Llc | Winter Park | FL | 01/2025 | Present |
CYS BOOKKEEPING; NON-INVESTMENT RELATED; 01/2023; WINTER PARK, FL; OWNER; BOOKKEEPING SERVICES; xxx HOURS INCLUDING/OUTSIDE OF TRAIDNG HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-12 |
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