Best Investors Account Sign in
Inactive

Curtis Hugh Parry

Unique Wealth, LLC

Tampa, FL

Claim This Profile
Current Employers
Unique Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Northwestern Mutual Life Insurance Company Milwaukee WI 01/2000 03/2021
Northwestern Mutual Investment Services, Llc Milwaukee WI 03/2000 03/2021
Northwestern Mutual Investment Services, Llc Tampa FL 01/2006 09/2016
Unique Wealth, Llc Tampa FL 03/2021 Present
Together We Are Unique, Llc Tampa FL 06/2020 Present
Northwestern Mutual Wealth Management Company Tampa FL 07/2008 03/2021
Previous Registrations
Other Businesses

(1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. (2).BUSINESS 50% OWNERSHIP, TOGETHER WE ARE UNIQUE, LLC, LEGAL ENTITY, 57.5% OWNERHSIP, UNIQUE WEALTH & 100% OWNERSHIP UNIQUE TOGETHER FOREVER - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 06/23/2020, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, CEO/FOUNDER. INVESTMENT RELATED (3) Electus Global Education Co, Inc.; Investment-Related (Financial Literacy for Youth); 2601 E 7th Avenue Tampa FL 33605; Advisor; 8/16/22; 4hrs/mo; Introduction to prospective funding/financing partners including corporate funders, venture capitalists, financial institutions, social impact investors, private investors, and angel investors. Introductions to prospective corporate sponsors and benefactors including large corporations, SMEs, non-profits, industry organizations, and other business partners. Introductions to prospective customers including private schools, public schools, charter schools, homeschool networks, religious organizations, corporate employees, and youth organizations. General business advisory and guidance. Be available from time to time as a resource for the company's senior executives and board members. (4) ACENTRIA INSURANCE; NON INVESTMENT RELATED; 4634 GULFSTARR DRIVE DESTIN FL, 32541; HEALTH INSURANCE AND EMPLOYEE BENEFITS; HRS/MONTH DURING TRADING HOURS IS < 1; HRS/MONTH OUTSIDE OF TRADING = 0; RECEIVES INSURANCE COMMISSIONS FOR REFERRALS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-23
S63 Uniform Securities Agent State Law Examination 2004-02-28
  • S66 Uniform Combined State Law Examination
    2006-09-23
  • S63 Uniform Securities Agent State Law Examination
    2004-02-28
Designations
Other Names
  • Curtis H Parry

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor