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Wesley Chapel, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED_RES | 2022-08-26 |
| VA | RA | APPROVED | 2020-04-07 |
| FL | RA | APPROVED | 2020-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 09/2019 |
| Vocellis | Sarver | PA | 06/2011 | 09/2017 |
| Huntington National Bank | Pittsburgh | PA | 11/2016 | 08/2017 |
| Land Of The Bible Tours | Pensacola | FL | 01/2017 | Present |
| Financial Pathway | Wesley Chapel | FL | 10/2019 | Present |
Land of the Bible Tours Investment Related: No Address: 7103 Aldrich Ct, Spotsylvania Courthouse, VA 22553 Nature of business: Tour Company Spotsylvania, VA Start date: 10/15/2017 Position: Guide/Host Hours per month: 8 Hours during trading: 0 Coordinate travel arrangements and host a 10 day tour of the country of Israel 1 time per year. Responsibilities include communication to travelers prior to trip and hosting group while on their tour. I am paid as an individual contractor for the 1 trip I host.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-03 |
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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