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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-12 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Saint Petersburg | FL | 01/2024 | 09/2024 |
| Camillus Country Club | Camillus | NY | 05/2019 | 08/2019 |
| University Of Tampa | Tampa | FL | 08/2018 | 05/2022 |
| Westhill Hs | Syracuse | NY | 01/2014 | 06/2018 |
| Mandelbaum, Fitzsimmons, Hewitt, & Cain, P.A. | Tampa | FL | 02/2020 | 09/2020 |
| University Of Tampa | Tampa | FL | 01/2023 | 05/2023 |
| Bardmoor Golf Club | St. Petersburg | FL | 07/2023 | 12/2023 |
| Kitty Hoyne's Irish Pub | Syracuse | NY | 08/2017 | 08/2018 |
| Powell Lacrosse / Rhino Lacrosse Camps | Syracuse | NY | 06/2022 | 08/2022 |
| Harness Giving | Tampa | FL | 09/2022 | 12/2022 |
| Cary Street Partners Investment Advisory Llc | Tampa | FL | 12/2024 | 07/2025 |
| Cary Street Partners Llc | Tampa | FL | 12/2024 | 07/2025 |
| Valic Financial Advisors, Inc. | Tampa | FL | 08/2025 | Present |
AGIA POSITION: Agent NATURE: Non Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/18/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for agia NORTHSIDE CHRISTIAN SCHOOL POSITION: JV Lacrosse Coach NATURE: JV lacrosse coach, duties include setting up practices and helping players develop as athletes and young men. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2026 ADDRESS: 7777 62nd ave north, st petersburg FL 33709, United States DESCRIPTION: Setting up drills for practice, teaching offenses and schemes, winning games.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
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