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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-17 |
| NY | RA | APPROVED | 2024-02-16 |
| FL | RA | APPROVED | 2023-09-22 |
Branch Locations
2625 Keystone Rd, Ste. A4,, Tarpon Springs, FL 34688 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Oradell | NJ | 06/2016 | 08/2017 |
| Sagepoint Financial, Inc. | Tarpon Springs | FL | 08/2017 | 06/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | 09/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | 09/2023 |
| Lion Street Financial | Clearwater | FL | 09/2023 | Present |
| Csenge Advisory Group | Tarpon Springs | FL | 09/2023 | Present |
ATHENIAN PRIVATE CLIENT GROUP POSITION: Owner NATURE: Insurance Services: Life Insurance, Disability Insurance and Long-Term Care Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/07/2007 ADDRESS: 2625 Keystone Rd, Ste A4, Tarpon Springs FL 34688-7436, United States DESCRIPTION: As part of the Financial Planning services we offer Asset Protection within the financial plans. CSENGE ADVISORY POSITION: Independent Contractor NATURE: Provide Investment advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/18/2023 ADDRESS: 2625 Keystone Rd, Ste A4, Tarpon Springs FL 34688, United States DESCRIPTION: Investment Advisory services through the Financial Planning process. ATHENIAN PRIVATE CLIENT GROUP POSITION: Owner NATURE: I purchased my office in Tarpon Springs. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2020 ADDRESS: 2625 Keystone Rd, Ste A4, Tarpon Springs FL 34688, United States DESCRIPTION: I am the owner of the property and use it a an owner occupied property. I pay all expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
| S66 | Uniform Combined State Law Examination | 2007-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-14 |
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