Richard B Franz

Current Employers

Employment History

• 06/2020 → Present
  Sagace Wealth Management Llc
  St. Petersburg, FL
• 03/2004 → 07/2024
  Spoor Bunch Franz
  St. Petersburg, FL
• 12/2011 → Present
  Bayview Insurance
  St. Petersburg, FL
• 07/2024 → Present
  Sorren, Inc,
  St. Petersburg, FL

Other Businesses

1. RBF III CPA, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: President, 1 hour per week, started 1/1/16 , Duties: holding company for ownership interest in Accounting Platform Holdings, LLC 2. 16th Floor LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Member, member 0 hours per week, started 01/01/2022, Duties: No activity 3. SBF Investments I, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, 0 hours per week, started 07/19/21, Duties: Holding company for bank stock no other activity 4. Sorren, Inc, Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Manager, 40 hours per week, started 8/19/15, Duties: Full service CPA firm 5. Bayview Insurance Solutions, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Member, 0 hours per week, Start: 12/21/11, Duties: Passive partner in an insurance brokerage business 6. SBFH Investments LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: member, 0 hours per week, Start: 06/01/2023, Duties: holding company for ownership interest in Sagace Wealth Management, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-24