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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-24 |
| PA | RA | APPROVED | 2026-04-15 |
| NY | RA | APPROVED | 2025-08-21 |
| CO | RA | APPROVED | 2025-07-25 |
| GA | RA | APPROVED | 2025-07-24 |
| FL | RA | APPROVED | 2025-06-12 |
Branch Locations
4200 W Cypress Street Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westshore Financial | Tampa | FL | 07/2024 | 04/2025 |
| Global Jet Sales | St. Petersburg | FL | 08/2022 | 07/2024 |
| Creed Media | Los Angeles | CA | 08/2021 | 08/2022 |
| Florida State University | Tallahassee | FL | 06/2016 | 08/2021 |
| Guardian Life Insurance Company | Tampa | FL | 04/2025 | Present |
| Park Avenue Securities | Tampa | FL | 04/2025 | Present |
| Guardian Life Insurance Company | Pinellas Park | FL | 04/2025 | 07/2025 |
| Park Avenue Securities | Pinellas Park | FL | 04/2025 | 07/2025 |
1) Phi Delta Theta Fraternity-Adviser to the Treasurer Role, Start Date: 7/1/2025, Address: 2 S Campus Ave Oxford, OH 45056, 1 total hour per month; 0 during securities trading hours, Not Investment Related, No annual compensation, 2) BNI-Community Builder, Start Date: 10/1/2025, Address: 3315 W Lemon St, Tampa, FL 33609, 2 total hours per month; 0 during securities trading hours, Not Investment Related, No annual compensation, 3) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance Product other than those offered through Guardian and its subsidiaries, Start date: 10/16/2025, Address: 4200 W Cypress St. Suite 700 Tampa, FL 33607, Duties: Insurance other than Guardian 1 total hour per month; 1 during securities trading hours, Investment related, 4) Vital Capital, Inc., Start Date: 9/5/2025, Nature: Officer/DBA Address: 4200 W Cypress St. Suite 700 Tampa FL 33607 Duties: DBA will be used when giving any presentations to medical professionals, 1 total hour per month; 1 during securities trading hours, Investment Related, 5) Children's Dream Fund-Leadership Council, Nature: 501(c)(3) organization, Start Date: 10/01/2026 Address: 1600 23rd Ave N, St. Petersburg, FL 33713, Duties: brainstorm ideas for fundraising events, 1 total hour per month; 0 during securities trading hours, Not investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-09 |
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