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615 W. De Leon St, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Road Advisors | Tampa | FL | 06/2023 | Present |
| Midwest Community Bank | Rockford | IL | 04/2019 | 08/2019 |
| Blueleaf Lending | Chicago | IL | 04/2020 | 08/2020 |
| University Of Florida | Gainesville | FL | 08/2019 | Present |
| Boylan Catholic High School | Rockford | IL | 08/2015 | 04/2019 |
| Holy Family Catholic School | Rockford | IL | 08/2013 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
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