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3014 West Palmira Ave Ste. 201, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-09 |
| LA | RA | APPROVED | 2016-04-04 |
| TX | RA | APPROVED_RES | 2014-01-28 |
Branch Locations
3014 West Palmira Ave Ste. 201, Tampa, FL 33629 • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Tampa | FL | 11/2006 | 11/2018 |
| Opinicus Capital Inc Dba Opinicus | Tampa | FL | 05/2009 | Present |
| Opinicus Financial Group, Inc. | Tampa | FL | 01/2014 | Present |
| Opinicus Tax & Accounting | Tampa | FL | 02/2020 | Present |
| Synergy Tax Partners, Llc | Tampa | FL | 03/2017 | 08/2019 |
1. 1/27/2014 - OPINICUS FINANCIAL GROUP, INC. - INV REL - AT REPORTED LOCATION - NON-VARIABLE INSURANCE - PRESIDENT & DIRECTOR / LICENSED INDEPENDENT INSURANCE AGENT - TIME SPENT 1%; 1 HOUR PER MONTH, 0 DURING TRADING - DUTIES ARE TO MANAGE CLIENT INSURANCE NEEDS. 2.02/2020 - OPINICUS TAX & ACCOUNTING - NOT INVESTMENT RELATED - AT REPORTED LOCATION - TAX PREP/ACCOUNTING/PAYROLL FIRM - MANAGER MEMBER - 5% OF TIME PER MONTH IS SPENT ON THIS ACTIVITY - DUTIES ARE TO PROVIDE OVERSIGHT OF PRACTICE MANAGEMENT & HIRING. 3. 11/2018 - TEN-8 FIRE EQUIPMENT, INC. - NOT INV RELATED - DISTRIBUTOR OF FIRE AND EMERGENCY APPARATUS AND EQUIPMENT - DIRECTOR AND SHAREHOLDER - DUTIES ARE BOARD MEMBER. 4. 9/2018 - 3014 PALMIRA CONDO ASSOCIATION - NOT INV RELATED - OFFICE CONDOMINIUM ASSOC - PRESIDENT - VERY LITTLE TIME SPENT - DUTIES ARE BOARD PRESIDENT WITH OVERSIGHT OF EMPLOYEES AND CAPITAL IMPROVEMENT TO BUILDING. 5. 2/2025 - OC Palmira LLC - Not Inv Related - Commercial Real Estate Rental - Manager - 1 Hr/Mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-26 |
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