Best Investors Account Sign in
Inactive

Jessica Renee Thayer

Unique Wealth, LLC

Tampa, FL

CRD 4696148

Claim This Profile
Employer firm

Unique Wealth, LLC CRD 312462

$966M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Unique Wealth, Llc

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-05
  • FL RA
    APPROVED
    Since 2021-03-05

Branch Locations

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services, Llc Tampa FL 11/2011 03/2021
Curtis Parry Tampa FL 11/2011 03/2021
Unique Wealth, Llc Tampa FL 03/2021 Present
Beautycounter Tampa FL 11/2017 Present
  • 11/2011 → 03/2021
    Northwestern Mutual Investment Services, Llc
    Tampa, FL
  • 11/2011 → 03/2021
    Curtis Parry
    Tampa, FL
  • 03/2021 → Present
    Tampa, FL
  • 11/2017 → Present
    Beautycounter
    Tampa, FL
Other Businesses

CONSULTANT, BEAUTYCOUNTER, 10134 MONTAGUE ST, TAMPA, , FLORIDA, 33626, UNITED STATES OF AMERICA, MULTI-LEVEL-MARKETING, START DATE: 11/03/2017, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, CONSULTANT- SALES

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-01-09
  • S63 Uniform Securities Agent State Law Examination
    2012-01-09
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jessica Renee Holbin

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Tampa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor