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420 S. Orange Ave. Suite 825, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-20 |
| FL | RA | APPROVED | 2024-03-26 |
Branch Locations
420 S. Orange Ave. Suite 825, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Westlake | TX | 06/2023 | 07/2023 |
| Perfection Polishing & Auto Detailing | Eustis | FL | 04/2020 | 06/2023 |
| Milestone Professional Services | Eustis | FL | 12/2020 | 02/2021 |
| Detailing Unlimited | Tavares | FL | 11/2018 | 03/2020 |
| Lowes | Mount Dora | FL | 03/2020 | 03/2021 |
| Smart Wealth | Maitland | FL | 08/2022 | 12/2022 |
| Student | Eustis | FL | 01/2014 | 11/2018 |
| Cogent Private Wealth | Orlando | FL | 01/2024 | Present |
| Perfection Polishing & Auto Detailing | Eustis | FL | 08/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-19 |
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