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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2024-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Tampa | FL | 06/2020 | Present |
| Jpmorgan Securities Llc | Tampa | FL | 06/2020 | Present |
| Anchor Wealth Management | Sanford | FL | 05/2017 | 08/2017 |
| University Of South Florida | Tampa | FL | 06/2016 | 05/2020 |
| Credit Control | Tampa | FL | 03/2018 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-19 |
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