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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-17 |
Branch Locations
Jacksonville, FL • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 08/2023 | 07/2024 |
| University Of San Francisco | San Francisco | CA | 09/2022 | 06/2023 |
| Save Pharmaceutical | New York | NY | 04/2020 | 08/2020 |
| Joyrun Inc. | San Francisco | CA | 10/2019 | 02/2020 |
| Mill River Union High School | Clarendon | VT | 08/2013 | 08/2019 |
| University Of San Francisco | San Francisco | CA | 08/2020 | 09/2022 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 12/2023 | 07/2024 |
| Portfolio Medics | Bonita Springs | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-18 |
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