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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED_RES | 2025-07-16 |
| VA | RA | APPROVED | 2011-01-01 |
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 |
|---|---|---|---|---|
| Cirrus Capital Management, Llc | Tampa | FL | 01/2009 | Present |
Troy Tonn holds an active license to sell life insurance, including variable annuities and health insurance, in the state of Florida (Florida License #E106996). Mr. Tonn operates as in independent agent in this capacity and does not actively seek out this business. The vast majority of his time (>99% of work hours) is dedicated to the Cirrus Capital's investment management services. In rare instances, these products may be deemed appropriate and suitable towards a client's overall investment objectives, and Troy will use his capacity as a licensed agent in Florida to effectuate a sale. In the future, Mr. Tonn may offer to sell life insurance and fixed/variable annuities in other states but shall only do so upon receiving the authorization to conduct such activity. Mr. Tonn's activities in this area are conducted out of the same office that he conducts his business with Cirrus Capital's investment management business. Mr. Tonn has been licensed in this capacity with the state of Florida since 2003.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-02 |
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