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111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Sarasota | FL | 01/2018 | 06/2018 |
| Rodizio Steakhouse | Sarasota | FL | 06/2017 | 01/2018 |
| Geckos Pub And Grill | Sarasota | FL | 01/2017 | 06/2017 |
| Dave And Buster's | Orlando | FL | 07/2016 | 01/2017 |
| Lpl Financial, Llc | Tampa | FL | 05/2018 | 10/2020 |
| Northbridge Financial Group, Llc | Tampa | FL | 10/2020 | 06/2022 |
| Walser Wealth Management Company | Tampa | FL | 07/2024 | Present |
| Sabal Trust Company | St. Petersburg | FL | 06/2022 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-06 |
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