Michael Vincent Addessi

Current Employers

Employment History

• 09/1983 → Present
  Addessi Financial Parterns
  Lutz, FL
• 08/2004 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 1993-10-01 → 2004-12-16
  Avantax Advisory Services
  New Port Richey, FL

Other Businesses

1. Fixed insurance sales, as an Agent, under the name 'Addessi Financial Partners'; As of 01/30/2015; Conducted at branch; Investment related. 2. Addessi Financial Partners, Inc. President of private entity created as operating company for securities business; As of 09/12/2016; Conducted at branch; Investment related. 3. Addessi Financial Partners, estate planning and liquidation strategy services, 100% owner, as of 01/30/2015; conducted at branch, investment related. 4. Managing Member; Northpointe Group, LLC; entity created to pay for, design, and oversee construction of new office and rental property; as of 01/2014; 2% time spent during business hours; conducted at branch; investment related. 5. Real Estate Agent, C. Russell Adams, LLC, receiving referral commissions for referred business; As of 06/11/2019; Less than 1% time spent during regular business hours; Conducted at branch; Investment related. 6. Structured Legal Settlement referrals to Ash Brokerage; as of 2/21/2024; Less than 1% time spent during business hours; Conducted at branch location; Investment related. 7. Owner, AFP Parent, LLC; holding company; as of 5/25/2023; 1% of time spent during business hours; Conducted at branch location; Investment related. 8. Owner, AFP Autos, LLC; automobile holding company; as of 5/25/2023; 1% of time spent during business hours; Conducted at branch location; Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-11-29

Designations

Other Names

• Michael Vincent Addessi