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Unique Wealth, LLC CRD 312462
$966M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-05 |
Branch Locations
4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-09 |
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