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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2022-07-13 |
Branch Locations
Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Betafrontier, Llc | Chicago | IL | 10/2005 | 06/2017 |
| Supernova Wealth Management, Llc | Chicago | IL | 08/2015 | 05/2017 |
| Betavisor, Llc | Chicago | IL | 05/2017 | 08/2019 |
| Upper Left Wealth Management, Llc | Tampa | FL | 08/2019 | Present |
| Datadriven Adisor, Llc Dba Moneypacer | Tampa | FL | 01/2023 | Present |
DATADRIVEN ADVISOR Tampa, FL DataDriven Advisor ALSO DOES BUSINESS AS moneypacer, WHICH SELLS online financial plans. APPROXIMATELY 5 HOURS PER MONTH ON THIS BUSINESS INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-01 |
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