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200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Cantonment | FL | 10/2023 | 05/2025 |
| Oneamerica Securities | Cantonment | FL | 05/2024 | 05/2025 |
| Florida Connections Academy | Tampa | FL | 08/2020 | 06/2024 |
| Escambia County School District | Pensacola | FL | 08/2019 | 08/2020 |
| Independent Contractor | Pensacola | FL | 09/2009 | 12/2023 |
| Tapfin/Ey | Jacksonville | FL | 06/2025 | 03/2026 |
| K12 (Stride Inc) | Jacksonville | FL | 08/2017 | 08/2019 |
| Ernst & Young Llp | Tallahassee | FL | 03/2026 | Present |
| Legal Shield | Pensacola | FL | 03/2024 | Present |
Legal Shield - agent start date 03/2024, 1-2hours a month outside of trading hours, 0 hours during trading hours, sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-08 |
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