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4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-11 |
| TX | RA | APPROVED | 2021-08-03 |
Branch Locations
4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tampa | FL | 10/2014 | Present |
| Northbridge Financial Group, Llc | Tampa | FL | 09/2020 | Present |
1. 12/24/2014 - Northbridge Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/26/2014 - 5 Hours Per Month During Securities Trading. 2. 12/18/2015 - Northbridge Financial Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/10/2014 - 40 Hours Per Month During Securities Trading. 3. 12/24/2015 - Northbridge Financial Group LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Start Date: 03/17/2015 - 5 Hours Per Month During Securities Trading 4. 10/6/2020 - Northbridge Financial Group, LLC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 10/01/2020 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Northbridge Financial Group, LLC, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 80 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. 5. 07/16/2024 - Michael Orecchio - Real Estate Rental - Investment Related - Tampa, FL - Start Date 08/01/2024 - 1 Hour Per Month/ 0 Hours During Trading 6. 09/11/2024 - Other - Soccer Referee - Not Investment Related - FL - Start Date 09/28/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-19 |
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