Tamara Lynn Surratt

Current Employers

Legacy Family Office, Llc

9990 Coconut Road Suite 225, Bonita Springs, FL 34135 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-27
TX	RA	APPROVED_RES	2020-09-24

FL RA
APPROVED

Since 2025-01-27
TX RA
APPROVED_RES

Since 2020-09-24

Branch Locations

9990 Coconut Road Suite 225, Bonita Springs, FL 34135 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Legacy Family Office, Llc	Bonita Springs	FL	02/2014	Present
Tarino Investments, Llc	Bonita Springs	FL	03/2000	Present
Eton Advisors Group, Llc	Chapel Hill	NC	04/2024	09/2024

02/2014 → Present

Legacy Family Office, Llc

Bonita Springs, FL
03/2000 → Present

Tarino Investments, Llc

Bonita Springs, FL
04/2024 → 09/2024

Eton Advisors Group, Llc

Chapel Hill, NC

Previous Registrations

2024-04-26 → 2024-10-04

Eton Advisors

Chapel Hill, NC

Bonita Springs, FL
2013-02-04 → 2013-12-11

Pathstone

Estero, FL

Englewood, NJ
2008-05-29 → 2013-03-01

Legacy Family Office, Llc

Naples, FL

Estero, FL
2006-06-28 → 2008-08-08

Lpl Financial Llc

Fort Myers, FL

Naples, FL

Other Businesses

MANAGER, TARINO INVESTMENTS, LLC SINCE 3/2010, SINGLE MEMBER LLC FIRM THAT HOLDS CASH FOR FUTURE REAL ESTATE INVESTMENTS. NEGLIGIBLE TIME SPENT DURING TRADING HOURS ON THIS ACTIVITY.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-06-26

S66 Uniform Combined State Law Examination

2006-06-26

Other Names

Tammy Lynn Surratt
Tammy Lynn Surrat-Medford
Tammy Lynn Surratt-Medford
Tammy Lynn Surratt-Medford
Tamara L. Surratt

View on SEC IAPD

Current Employers

Legacy Family Office, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews