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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
| IL | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED | 2024-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 10/2017 | 06/2022 |
| Pnc Bank | Hamilton | NJ | 05/2016 | 09/2017 |
| Bank Of America, N.A. | Mount Laurel | NJ | 12/2017 | 06/2022 |
| Kestra Investment Services Llc | Nashville | IL | 06/2022 | 07/2024 |
| Kestra Advisory Services Llc | Nashville | IL | 06/2022 | 07/2024 |
| Private Client Services | Nashville | IL | 07/2024 | Present |
| Assuredpartners Investment Advisors | Tampa | FL | 07/2024 | Present |
Florida Rental Property. 27 3rd St, Shalimar, FL 32579. Long-term rental property. Joint owner with my husband on a rental property in FL. We utilize a property manager so no duties are done by me. 0 hrs/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-19 |
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