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5550 W Executive Dr Suite 320, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-11 |
Branch Locations
5550 W Executive Dr Suite 320, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Equity Management, Llc | Tampa | FL | 07/2021 | Present |
| Delos Strategies, Llc | St. Petersburg | FL | 07/2017 | Present |
| Bank Of America | Charlotte | NC | 07/2002 | 07/2017 |
1. REAL ESTATE INVESTMENT COMPANIES; INVESTMENT-RELATED; FLORIDA; OWNER; 2017; APPROXIMATELY 5 HRS/MO DURING TRADING HOURS; PERSONAL REAL ESTATE INVESTMENTS / DEVELOPMENT. 2. DELOS STRATEGIES, LLC; NOT INVESTMENT-RELATED; ST. PETERSBURG, FL; OWNER; START DATE 7/2017; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; PROVIDES STRATEGIC ADVICE REGARDING BUSINESS SERVICES (BANKING AND LEGAL).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-24 |
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