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3895 Tampa Road, Oldmar, FL 34677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-20 |
| FL | RA | APPROVED | 2011-04-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maggi Tax Advisory Group, Inc | Oldsmar | FL | 11/2003 | Present |
| Maggi Investment Services, Llc | Oldsmar | FL | 02/2011 | Present |
| Artex Risk Solutions, Inc. | Palm Harbor | FL | 04/2013 | 08/2017 |
| College Funding Of Tampa Bay | Palm Harbor | FL | 08/2021 | Present |
| Maggi Holdco 1, Inc. | Oldsmar | FL | 01/2026 | Present |
| Maggi Holdco 2, Inc. | Oldsmar | FL | 01/2026 | Present |
| Maggi Intermediate, Llc | Oldsmar | FL | 01/2026 | Present |
| Meraki Intermediate Holdings, Llc | Scottsdale | AZ | 01/2026 | Present |
MAGGI TAX ADVISORY GROUP, INC. VICE PRESIDENT INSURANCE SALES OF FIXED ANNUITIES, LIFE, LONG TERM CARE & TAX PREPARATION/TAX REVIEWS 3895 Tampa Rd, Oldsmar, Florida 34677 SINCE 11/2003 APPROXIMATELY 40 HOURS PER WEEK IN INSURANCE BUSINESS AND 3 MONTHS OF THE YEAR IN TAX BUSINESS. Maggi Holdco 1, Inc. , Maggi Holdco 2, Inc., Maggi Intermediate, LLC and Meraki Intermediate Holdings, LLC are all holding companies. No services are provided and no time is spent in these businesses. All started1/2026. Maggi Gives Back Foundation; not investment related; 501C3 charity; started 03/2022; 2% of time. 3895 Tampa Bay Road, LLC; not investment related; entity that owns the building; started 09/2025; 0% of time. COLLEGE FUNDING OF TAMPA BAY; NON-INVESTMENT RELATED; 08/2021; PALM HARBOR, FL; VICE PRESIDENT; PROVIDES COLLEGE AND FINANICAL AID EDUCATION AND RESOURCES; MINIMAL AMOUNT OF TIME SPENT ON ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-07 |
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