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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
3109 W Martin L King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 04/2024 | 09/2025 |
| Walmart | Bartow | FL | 03/2023 | 02/2024 |
| Polk County Clerk Of Courts And Comptroller | Bartow | FL | 03/2019 | 03/2023 |
| Millennia Catering | Orlando | FL | 01/2024 | 08/2025 |
| Starbucks | Lakeland | FL | 12/2020 | 03/2021 |
| Florida Southern College | Lakeland | FL | 08/2020 | 05/2023 |
| Bartow High School | Bartow | FL | 08/2016 | 05/2018 |
| Chain Of Lakes Collegiate High School | Winter Haven | FL | 08/2018 | 05/2020 |
| Anytime Fitness | Bartow | FL | 01/2018 | 07/2018 |
| Mcdonalds | Lakeland | FL | 10/2018 | 03/2019 |
| Trinity Wealth Securities, Llc | Tampa | FL | 04/2025 | 09/2025 |
| Fisher Investments | Tampa | FL | 09/2025 | Present |
the name of the other business; Tiktok/ByteDance whether the business is investment-related; no the address of the other business; 5800 Bristol Parkway C3 Culver City Los Angeles CA 90230 the nature of the other business; Content Creator your position; Content Creator title, or relationship with the other business; Content Creator the start date of your relationship; 01/10/2026 the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Social Media Content Creation - Gaming related content & streaming. Creating short form content of gaming content and streaming gaming content. Marketing is also a portion of the job as it relates to creation of content
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-17 |
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