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14055 Riveredge Dr. Suite 525, Tampa, FL 33637 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-13 |
| AR | RA | APPROVED | 2025-02-25 |
| LA | RA | APPROVED | 2025-02-24 |
| OK | RA | APPROVED | 2025-02-24 |
| NV | RA | APPROVED | 2025-02-20 |
| NM | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-02-20 |
| AL | RA | APPROVED | 2025-02-19 |
| CA | RA | APPROVED | 2025-02-19 |
| MS | RA | APPROVED | 2025-02-19 |
Branch Locations
14055 Riveredge Dr. Suite 525, Tampa, FL 33637 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unionbanc Investment Services, Llc | Los Angeles | CA | 04/2015 | 12/2023 |
| Mufg Union Bank | Los Angeles | CA | 03/2015 | 06/2023 |
| U.S. Bancorp Investments, Inc. | Los Angeles | CA | 07/2023 | 12/2023 |
| Members Trust Company | Tampa | FL | 12/2023 | Present |
| Mtc Wealth Management | Tampa | FL | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
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