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1600 E 8Th Avenue A200, Tampa, FL 33605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2017 | 09/2018 |
| Ppr Talent Mangement Group | Jacksonville Beach | FL | 09/2015 | 01/2017 |
| University Of North Florida | Jacksonville | FL | 06/2013 | 12/2016 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 09/2018 | 01/2020 |
| Fisher Investments | Camas | WA | 02/2020 | 05/2022 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 05/2022 | 07/2025 |
| Equable Institute | Atlanta | GA | 07/2025 | 10/2025 |
| Verdara Ppp Llc | Tampa | FL | 11/2025 | 02/2026 |
| Verdara Ppp Llc | Tampa | FL | 11/2025 | Present |
OttoDTM, LLC; not investment-related; Wimauma, FL 33598; Managing Member; Dec 10, 2024; 20 hours/month devoted; 0 hours devoted during securities trading hours; There is no product or service to provide at this time. The goal is to create software applications to optimize data insights. ___|____ NIL NOW, LLC; not investment-related; Wimauma, FL 33598; Managing Member, Owner, President; Aug 9, 2024; 15 hours/month devoted; 0 hours devoted during securities trading hours; The purpose of the business is to help student athletes navigate the NIL marketplace and build their personal brand in pursuit of sponsorships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-14 |
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