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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 07/2018 | 11/2019 |
| Morgan Stanley | Boca Raton | FL | 02/2018 | 07/2018 |
| Adp | West Palm Beach | FL | 01/2018 | 02/2018 |
| Florida State University | Tallahassee | FL | 05/2014 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2020 | 05/2023 |
| Bank Of America, N.A. | New York | NY | 02/2020 | 05/2023 |
| Florida House Of Representatives | Tallahassee | FL | 08/2015 | 12/2017 |
| Chesapeake Asset Management Llc | New York | NY | 06/2023 | 06/2025 |
| Spreadwise Llc | West Palm Beach | FL | 05/2025 | Present |
| Atlas | West Palm Beach | FL | 08/2025 | Present |
| Percent Technologies | New York | NY | 01/2026 | 03/2026 |
Founder of Spreadwise LLC which is a dba for financial services offered through Atlas; Start date: 8/28/25; Investment-related; Full-time; Address: 694 Fern St, West Palm Beach, FL 33401.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
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