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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-19 |
Branch Locations
1499 W. Palmetto Park Road Suite 401, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iq Capital Strategy, Llc | Seneca | SC | 09/2023 | 11/2025 |
| Unemployed | Palm Beach Gardens | FL | 09/2022 | 09/2023 |
| Self-Employed | Palm Beach Gardens | FL | 02/2020 | 08/2022 |
| Liberty University | Lynchburg | VA | 06/2019 | 02/2020 |
| Richmond Optimus Operations | Seneca | SC | 07/2018 | 06/2019 |
| Liberty University | Lynchburg | VA | 08/2014 | 05/2018 |
| Harvest Insurance | Riviera Beach | FL | 06/2024 | 11/2025 |
| Advisors Asset Management, Inc | Monument | CO | 11/2025 | Present |
| Iq Capital Stragtegy, Llc | Seneca | SC | 02/2020 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
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