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3014 West Palmira Ave Ste. 201, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-15 |
| FL | RA | APPROVED | 2015-03-27 |
Branch Locations
3014 West Palmira Ave Ste. 201, Tampa, FL 33629 • 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 | Tampa | FL | 03/2015 | 11/2018 |
| Opinicus Capital Inc Dba Opinicus | Tampa | FL | 03/2015 | Present |
| Opinicus Financial Group, Inc. | Tampa | FL | 04/2015 | 07/2021 |
| Opinicus Financial Group, Inc. | Tampa | FL | 07/2021 | Present |
(1) 04/2015: OPINICUS FINANCIAL GROUP INC. - INV REL - AT REPORTED LOCATION - NON-VARIABLE INSURANCE - LICENSED INDEPENDENT INSURANCE AGENT AND DIRECTOR - 2 HR/MO; 0 HOURS DURING SECURITIES TRADING - DUTIES ARE TO MANAGE CLIENT INSURANCE NEEDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-31 |
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