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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-24 |
| TX | RA | APPROVED_RES | 2024-09-24 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 10/2017 | 05/2023 |
| Hertz Corporation | Richardson | TX | 03/2017 | 10/2017 |
| One Main Financial | Richardson | TX | 08/2016 | 12/2016 |
| Texas A&M University - Commerce | Commerce | TX | 01/2014 | 12/2016 |
| Unemployed | Plano | TX | 12/2016 | 01/2017 |
| Walmart | Plano | TX | 02/2017 | 03/2017 |
| Northwestern Mutual | Tampa | FL | 07/2023 | 09/2023 |
| Eckman Wealth Management, Llc | Tampa | FL | 04/2024 | 08/2024 |
| Afro Elite Enterprise Llc | Tampa | FL | 01/2023 | Present |
| Morgan Stanley | Tampa | FL | 09/2024 | Present |
the name of the other business; Afro Elite Enterprise LLC whether the business is investment-related; No the address of the other business; Tampa FL. 33607 the nature of the other business;Community Engagement Organization your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 08/03/15 the approximate number of hours/month you devote to the other business; 0-20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Support minority businesses by organizing events for the community in partnership with the businesses. Curation of events to promote African culture. Duties include general oversight of development and project execution. Business name: ApexVisionary Consulting Business address: 5523 Baywater Dr, Tampa FL 33615 Your position/title: Founder/ Consultant Nature of the business: Small Business Consulting Your duties: Overall management of the business/Provide guidance to clients Whether the business is securities related: No it provides general guidance Approximate number of hours/month you devote to this other business: 80 hours Number of hours you devote to the other business during securities trading hours: 10 hours Start date of outside business activity: 01 Jan 2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-29 |
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