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410 East 6Th Avenue, Tallahassee, FL 32303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seven Hills Financial, Llc | Tallahassee | FL | 12/2018 | 07/2019 |
| Seven Hills Financial, Llc | Tallahassee | FL | 07/2019 | Present |
| Capital Health Plan | Tallahassee | FL | 09/2018 | 12/2018 |
| The Overton Family | Tallahassee | FL | 09/2015 | 09/2018 |
| Florida Wing Factory | Tallahassee | FL | 05/2015 | 01/2017 |
| Fsu And Flagler College | Tallahassee | FL | 06/2012 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-02 |
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