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18572 N. Dale Mabry Hwy, Lutz, FL 33548 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School | Odessa | FL | 01/2014 | 05/2022 |
| Liberty University | Lynchburg | VA | 08/2022 | 05/2025 |
| Mapleridge Ranch | Owego | NY | 06/2022 | 08/2022 |
| Mapleridge Ranch | Owego | NY | 06/2023 | 08/2023 |
| Pfg Private Wealth Management, Llc | Lutz | FL | 05/2024 | 05/2025 |
| Pfg Private Wealth Management, Llc | Lutz | FL | 05/2025 | Present |
Independent Insurance Agent; Start: 03/2025; 18572 N. Dale Mabry Hwy. Lutz, FL 33548; Insurance Agent; Investment-related; 30 hours per month; 1 hour during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-07 |
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