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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truth Of Investing Llc | Conway | NH | 05/2017 | 07/2017 |
| Caitlin John Private Wealth Management | Brighton | MI | 09/2015 | 05/2017 |
| Tdw Financial Strategies | Pinckney | MI | 06/2017 | Present |
INDEPENDENT INSURANCE AGENT; NON-INVESTMENT RELATED; 5 TO 10 HOURS SPENT WEEKLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-10 |
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