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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
Branch Locations
4221 W Boy Scout Blvd Suite 190, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 06/2024 | 10/2024 |
| Hillsborough County Public Schools | Plant City | FL | 08/2018 | 12/2020 |
| Morgan Stanley | Tampa | FL | 02/2025 | 03/2026 |
| University Of South Florida | Tampa | FL | 08/2014 | 05/2024 |
| Edelman Financial Engines | Santa Clara | CA | 04/2026 | Present |
| Self-Employed Sat Prep Instructor & Mathematics Tutor | Lithia | FL | 07/2015 | 08/2018 |
| Unemployed | Lithia | FL | 10/2024 | 02/2025 |
Self-employed SAT Prep & Mathematics Tutoring; INVESTMENT RELATED: No; ADDRESS: Tampa, FL 33624; NATURE: The nature of this outside business activity involves providing private SAT preparation instruction and mathematics tutoring services on a part-time basis. Services will include individualized instruction focused on SAT math and verbal preparation, algebra, and related secondary-level mathematics subjects. The activity is educational in nature and will be conducted independently outside of regular working hours. No financial advisory, investment, banking, or employer-related services will be offered or discussed as part of this tutoring activity.; POSITION: Owner; START DATE: 05/31/2026 7. Anticipated period; NUMBER OF HOURS/MONTH: 20 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: My duties include providing academic instruction and test preparation services in mathematics and SAT-related content areas, including reviewing subject material, teaching problem-solving strategies, assigning and reviewing practice work, and helping students develop test-taking skills and study plans. I also assess student understanding through practice problems and informal progress checks and adjust instruction accordingly to support learning outcomes. I do not have any managerial, fiduciary, or decision-making authority on behalf of any financial institution or employer in connection with this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-29 |
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