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15350 N. Florida Ave., Tampa, FL 33613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-19 |
| TX | RA | APPROVED | 2019-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tampa | FL | 01/2015 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 01/2015 | 06/2019 |
| Jaffe Tilchin Investment Partners, Llc | Tampa | FL | 05/2019 | Present |
| Apw Capital, Inc. | Rockaway | NJ | 06/2019 | 06/2022 |
Pearlman Financial, LLC; Not investment-related; 13714 Springer Lane, Tampa, FL, 33625; Established for payroll, 401k benefits, etc.; Owne;, 02/09/2021; 2 hours per month; payroll, 401k benefits, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-16 |
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