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15350 N. Florida Ave., Tampa, FL 33613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 05/2010 | Present |
| Jaffe Tilchin Wealth Management | Tampa | FL | 05/2010 | Present |
1-12 FINANCIAL LLC, TAMPA, FL; SVC. DESCRIPTION: INSURANCE PRODUCTION; START DATE: 8/1/2013; TITLE: PRESIDENT; DUTIES: OVERSEE INSURANCE PRODUCTION; 15% TIME SPENT. 2-MICHAEL DEGENOVA; SVC. DESCRIPTION: INVESTMENT AND INSURANCE SERVICES; DBA NAME: JAFFE TILCHIN WEALTH MGMT.; LLC; START DATE: 4/2/2012; TITLE: SR. FINANCIAL ADVISOR; DUTIES: FINANCIAL ADVISING, PRESIDENT; 0% TIME SPENT. 3-JAFFE TILCHIN WEALTH MANAGEMENT; RIA; LLC; START DATE: 1/1/2000; TITLE: V.P.; DUTIES: INVESTOR; 0% TIME SPENT. Mr. DeGenova is also a minority partner of Jaffe Tilchin Wealth Management, and has been since 10/1/16. As such, Mr. DeGenova shares in the responsibilities of the firm and is entitled to customary benefits of ownership such as distributions of income or profit. As a minority partner he devotes less than five hours per month to this business, which is located at 15350 N. Florida Ave., Tampa, FL 33613. Jaffe Tilchin Wealth Management provides investment and insurance services to individuals and businesses. We mitigate this conflict by disclosing it to our clients and potential clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-29 |
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