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777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-09-02 |
Branch Locations
777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tampa | FL | 08/2014 | Present |
| Wealth Advisors Of Tampa Bay | Tampa | FL | 08/2014 | Present |
(1) 08/11/2014 - WEALTH ADVISORS OF TAMPA BAY/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ TAMPA, FL (2) 09/15/2014: WEALTH ADVISORS OF TAMPA BAY LLC - INV REL - 777 SOUTH HARBOUR ISLAND BLVD, TAMPA, FL 33602 - REGISTERED INVESTMENT ADVISOR DBA: WEALTH ADVISORS OF TAMPA BAY - IAR (3) 09/15/2014: WEALTH ADVISORS OF TAMPA BAY LLC - INV REL - 777 SOUTH HARBOUR ISLAND BLVD, TAMPA, FL 33602 - REGISTERED INVESTMENT ADVISOR HYBRID - IAR (4) 09/11/2024 - Giles Dupuy Properties LLC - Other - Family Farm - Manager - Not Investment Related - Tampa. FL - Start Date 07/01/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-10 |
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