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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-26 |
Branch Locations
614 West Bay St., Tampa, FL 33606 • United States
4755 East Bay Drive, Clearwater, FL 33764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cassidy And Company | Tampa | FL | 06/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-15 |
| S66 | Uniform Combined State Law Examination | 2001-10-11 |
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