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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
Branch Locations
Tallahassee, FL • United States
850 Nw Federal Hwy Suite Vo415, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jensen Beach High School | Jensen Beach | FL | 02/2014 | 06/2018 |
| Conchy Joes Seafood | Jensen Beach | FL | 07/2018 | 05/2019 |
| Northstar Geomatics | Jensen Beach | FL | 06/2019 | 09/2019 |
| Kyle G's Seafood And Steak | Jensen Beach | FL | 10/2019 | 05/2021 |
| University Of Florida | Gainesville | FL | 06/2021 | 07/2023 |
| Wiswell Financial | Jensen Beach | FL | 08/2023 | Present |
| Osaic Wealth, Inc. | Stuart | FL | 10/2024 | Present |
1. WISWELL FINANCIAL SERVICES, LLC POSITION: Registered Representative and Advisor / Marketing Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 850 NW Federal Hwy, Stuart FL 34994, United States DESCRIPTION: Work with the public as a registered representative and advisor in the securities business and create content. Manage social media for securities business. 2. IL LUSSO POSITION: Server NATURE: Restaurant - LLC INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2026 ADDRESS: 201 E Park Ave #100, Tallahassee FL 32301, United States DESCRIPTION: Simply a server at an Italian Steakhouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-31 |
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