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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-05-13 |
Branch Locations
2424 Harrodsburg Rd. Suite 207, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nashville Middle School | Nashville | IL | 08/2013 | 05/2017 |
| Nashville Community High School | Nashville | IL | 08/2017 | 05/2021 |
| University Of Southern Indiana | Evansville | IN | 08/2021 | 12/2024 |
| Lowes | Evansville | IN | 02/2023 | 04/2023 |
| Fsm Wealth | Nashville | IN | 06/2023 | 08/2023 |
| Lowes | Evansville | IN | 10/2023 | 12/2024 |
| Private Client Services | Lexington | KY | 02/2025 | Present |
| Assuredpartners Investment Advisors | Tampa | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
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