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2475 Enterprise Rd., Clearwater, FL 33763 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Stuart | FL | 08/2017 | 06/2023 |
| Aqua Dimensions Plumbing Co | Port Saint Lucie | FL | 11/2016 | 08/2017 |
| Molly's House Inc. | Stuart | FL | 03/2013 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 06/2023 | 03/2026 |
| Bank Of America, N.A. | Stuart | FL | 07/2023 | 03/2026 |
| Noble Family Wealth, Llc | Clearwater | FL | 04/2026 | Present |
1) THE AMERICAN LEGION AUXILIARY USS TAMPA UNIT 5, INC, Address: Tampa, Florida, 33609, Investment Related: N, Position, Title, Association: Member at Large and Executive Committee Member, Employee Start Date: 03/28/2026, No Hours: 30 Yearly, No Hours during Trading: 2 Yearly, Duties: Member at Large and Executive Committee Member. In the spirit of Service, Not Self, the mission of the American Legion Auxiliary is to support The American Legion and to honor the sacrifice of those who serve by enhancing the lives of our veterans, military, and their families, both at home and abroad. For God and Country, we advocate for veterans, educate our citizens, mentor youth, and promote patriotism, good citizenship, peace and security. 2) MARTIN ARTS FOUNDATION, Address: Stuart, FL; Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 03/2026, No Hours: 30 Yearly, No Hours during Trading: 2 Yearly, Duties: Member of Philanthropic Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
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