John David Harper

Current Employers

Employment History

• 05/2013 → 07/2024
  Westbay Cpa
  Clearwater, FL
• 07/2024 → Present
  Sorren, Inc.
  St. Petersburg, FL

Previous Registrations

• 2012-01-12 → 2014-08-20
  Financial Telesis Inc
  San Rafael, CA
  Clearwater, FL
• 2005-05-19 → 2011-04-01
  Retirement Capital Group Southeast
  Atlanta, GA
  Duluth, GA

Other Businesses

1. Westbay CPAs, PLLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Manager, 1 hour per week, started 5/2013, Duties: holding company for ownership interest in Accounting Platform Holdings, LLC 2. Sorren, Inc, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Partner, 40 hours per week, started 5/2013, Duties: Full service CPA firm 3. Bay Street Buildings, LLC, 515 W Bay St., Tampa, FL 33606, Position: member, 0 hours per week, Start: 7/23/2018; Duties: holding company for building (rental) in Tampa 4. SBFH Investments LLC, 877 Executive Center Dr. W. Suite100, St. Petersburg, FL 33702, Position: member, 0 hours per week, Start: 06/01/2023, Duties: holding company for ownership interest in Sagace Wealth Management, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-02
• S66 Uniform Combined State Law Examination
  2004-02-27

Designations

Other Names

• Dave Harper
• John David Harper