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2725 Colonial Ave, Erie, PA 16505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-12 |
| FL | RA | APPROVED | 2020-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 06/2017 | 02/2020 |
| Boys & Girls Clubs Of Sarasota County | Sarasota | FL | 10/2016 | 06/2017 |
| Boys & Girls Clubs Of Manatee County | Bradenton | FL | 10/2014 | 10/2016 |
| Bank Of America, N.A. | Sarasota | FL | 03/2018 | 02/2020 |
| Motion Group Sports | Sarasota | FL | 01/2020 | 08/2020 |
| Elite Life Management Llc | Sarasota | FL | 09/2020 | Present |
1. Elite Life Consulting. Not Investment Related. 2170 Main St, Sarasota, Fl, 34237. Branding solutions. Owner. 03/2025. 40hrs/mo. Helping clients(athletes, entrepreneurs, and professionals) craft impactful brands and marketing strategies. 2. HBK Sorce Holdings LLC. Investment Related. 6603 Summit Dr, Canfield, OH 44406. Owner/member. 9.2024. 0hrs/mo. Owner/member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-14 |
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