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777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tampa | FL | 08/2016 | 09/2019 |
| Lpl Financial Llc | Tampa | FL | 09/2019 | Present |
| Wealth Advisors Of Tampa Bay, Llc | Tampa | FL | 09/2019 | Present |
1. 9/18/2019 - Wealth Advisors of Tampa Bay - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/7/2019 - Wealth Advisors of Tampa Bay, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - License Reg Assst. - Started 09/17/2019 - 160 Hours Per Month During Securities Trading - I provide administrative support to Wealth Advisors of Tampa Bay, an independent investment advisor firm. I started this business activity in 09/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 02/01/2024 - A Family Tradition BBQ & Catering Inc. - Non-Inv Related - Valrico, FL - Family business - Started: 9/18/2023 - 4 Hrs/Mo; 0 hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-27 |
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