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Current Employers
Basile Financial Group, Inc.

36410 Us Highway 19 N, Palm Harbor, FL 34684 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-08
FL RA APPROVED 2025-12-08
  • CO RA
    APPROVED
    Since 2025-12-08
  • FL RA
    APPROVED
    Since 2025-12-08

Branch Locations

Palm Harbor, FL • United States

36410 Us Highway 19 N, Palm Harbor, FL 34684 • 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
OrganizationCityStateFromTo
Lpl Financial, Llc Clearwater FL 10/2009 03/2018
Pasco County School Board Wesley Chapel FL 08/2015 05/2018
Basile Financial Group, Inc. Clearwater FL 05/2018 Present
Business Financial Solutions, Inc. Clearwater FL 06/2016 12/2020
Independent Insurance Agent Clearwater FL 06/2018 10/2021
Basile Cpa Firm, Inc. Palm Harbor FL 01/2021 Present
  • 10/2009 → 03/2018
    Clearwater, FL
  • 08/2015 → 05/2018
    Pasco County School Board
    Wesley Chapel, FL
  • 05/2018 → Present
    Clearwater, FL
  • 06/2016 → 12/2020
    Business Financial Solutions, Inc.
    Clearwater, FL
  • 06/2018 → 10/2021
    Independent Insurance Agent
    Clearwater, FL
  • 01/2021 → Present
    Basile Cpa Firm, Inc.
    Palm Harbor, FL
Previous Registrations
  • 2006-03-02 → 2006-09-01
    Clearwater, FL
  • 2005-05-04 → 2005-07-13
    Waddell & Reed
    Denver, CO
Other Businesses

BASILE CPA FIRM, INC.; INVESTMENT RELATED;PALM HARBOR, FL; CPA FIRM; TAX PREPARER AND ACCOUNTANT: 01/2021; I PREPARE INDIVIDUAL TAX RETURNS. I ALSO PERFORM ACCOUNTING TASKS FOR INDIVIDUALS AND SMALL BUSINESSES. 25% OF TIME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-13
S66 Uniform Combined State Law Examination 2005-05-03
S63 Uniform Securities Agent State Law Examination 1999-11-29
  • S65 Uniform Investment Adviser Law Examination
    2018-07-13
  • S66 Uniform Combined State Law Examination
    2005-05-03
  • S63 Uniform Securities Agent State Law Examination
    1999-11-29
Other Names
  • Rob Basile

View on SEC IAPD

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