Best Investors Account Sign in
Inactive

John Richard Boyer

Wisdom Financial Planning

Tampa, FL

Claim This Profile
Current Employers
Wisdom Financial Planning

1304 Desoto Ave 101, Tampa, FL 33606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-21
OH RA APPROVED 2010-07-08
  • FL RA
    APPROVED
    Since 2026-01-21
  • OH RA
    APPROVED
    Since 2010-07-08

Branch Locations

1304 Desoto Ave 101, Tampa, FL 33606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities Service Network, Inc. Tampa FL 03/1995 08/2020
Purshe Kaplan Sterling Investments, Inc. Albany NY 08/2020 Present
John Boyer, Inc. Tampa FL 08/2020 Present
  • 03/1995 → 08/2020
    Securities Service Network, Inc.
    Tampa, FL
  • 08/2020 → Present
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 08/2020 → Present
    John Boyer, Inc.
    Tampa, FL
Previous Registrations
  • 2006-03-31 → 2008-09-19
    Barron Asset Management, Inc.
    Tampa, FL
    Tampa, FL
  • 1997-01-07 → 2005-12-31
    Barron Asset Management, Inc.
    Tampa, FL
Other Businesses

1) John Boyer, Inc. Investment Related. 1304 S. De Soto Ave, #101, Tampa, FL 33606. Investment Advisory, Owner. Start 8/2020. 150hrs/mo, 5hrs/day during trading hours. Owner, portfolio construction, planning advise, client appointments. 2) Fixed Insurance - 1304 S. DE SOTO AVE #101, TAMPA, FL 33606 - PRIV CORP - INSURANCE SALES AGENT- START DT:11/1/07 - 4HRS/MO TRADE HRS - INSURANCE PLANNING-LIFE, DISABILITY, LONG TERM CARE, AND FIXED ANNUITIES- NON-INVESTMENT RELATED 4)Barron Asset Management, Inc. - 1601 West Platt Street, Tampa, FL 33606 - 01/1900 - NIR - Its a holding company (sub s) for my office building. - Owner of building. - Sub S Corp - 0 hrs/mo trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-01-29
S63 Uniform Securities Agent State Law Examination 1989-10-27
  • S65 Uniform Investment Adviser Law Examination
    1993-01-29
  • S63 Uniform Securities Agent State Law Examination
    1989-10-27
Designations
Other Names
  • Johnny Boyer
  • John Boyer
  • Johnny Richard Boyer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor