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300 South Orange Avenue Suite 1170, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
Branch Locations
300 South Orange Avenue Suite 1170, Orlando, FL 32801 • United States
7250 Dallas Parkway Suite 400, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahaba Wealth Management, Inc. | Nashville | TN | 03/2018 | 04/2018 |
| Kpmg | Nashville | TN | 09/2016 | 03/2018 |
| Harp Design Co | Waco | TX | 09/2015 | 09/2016 |
| Cahaba Wealth Management, Inc. | Nashville | TN | 04/2018 | 10/2020 |
| Foster Financial Group | Dallas | TX | 10/2020 | 10/2024 |
| Moisand Fitzgerald Tamayo, Llc | Plano | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2018-06-20 |
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