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15350 N. Florida Ave., Tampa, FL 33613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Tampa | FL | 06/2019 | 08/2020 |
| Principal Securities Incorporated | Tampa | FL | 06/2019 | 08/2020 |
| Excalibur Financial | Tampa | FL | 05/2010 | 06/2019 |
| Newma Housing Fund | Temple Terrace | FL | 07/2018 | 04/2019 |
| University Of South Florida | Tampa | FL | 08/2015 | 05/2019 |
| Equinix | Tampa | FL | 05/2018 | 08/2018 |
| Excalibur Financial Group | Tampa | FL | 08/2019 | 08/2020 |
| Jaffe Tilchin Investment Partners | Tampa | FL | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-27 |
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