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18572 N. Dale Mabry Hwy, Lutz, FL 33548 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-23 |
| FL | RA | APPROVED | 2016-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perry Financial Group | Lutz | FL | 02/2016 | 12/2020 |
| Pfg Private Wealth Management, Llc | Lutz | FL | 03/2016 | Present |
Independent Insurance Agent, Sole Proprietor, Start 03/15, 18572 N Dale Mabry Hwy, Lutz, FL 33548, Insurance Agency/Agent, Not Investment Related, 10 hours per month, 10 hours per month per during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-28 |
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