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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 03/2017 | 06/2019 |
| Neurorestorative | Tampa | FL | 02/2017 | 10/2018 |
| Cornerstone Christian Church | Tampa | FL | 05/2009 | 03/2017 |
| Morgan Stanley | Temple Terrace | FL | 07/2019 | 02/2020 |
| Unemployed | Tampa | FL | 02/2020 | 07/2020 |
| Bank Of America | Tampa | FL | 07/2020 | 10/2021 |
| Fidelity Investments | Tampa | FL | 10/2021 | 05/2025 |
| Raymond James & Associates, Inc. | Wesley Chapel | FL | 05/2025 | 01/2026 |
| Edelman Financial Engines | Santa Clara | CA | 03/2026 | Present |
| Unemployed | Wesley Chapel | FL | 02/2026 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-14 |
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