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4174 Woodlands Parkway, Palm Harbor, FL 34685 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-24 |
Branch Locations
4174 Woodlands Parkway, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Bridge Financial Group Llc | Palm Harbor | FL | 03/2019 | Present |
| Senior Benefit Resources, Pllc | New Port Richey | FL | 06/2014 | Present |
| Diana Landi Holdings Company | Palm Harbor | FL | 04/2021 | Present |
| Anthony Landi Inc | Tarpon Springs | FL | 01/2022 | Present |
June 2014 - Present, Senior Benefit Resources, PLLC, 4761 U.S. Highway 19, New Port Richey, Florida 34652. Senior Benefit Resources is an investment-related business selling insurance products. Mr. Landi is the owner of the business and spends the majority of his work week serving the needs of his insurance clients. Name of outside business: Diana Landi Holdings Company; Is the business investment related: No; Location of the business: 32801 US HWY 19 N Suite 200 Palm Harbor Florida 34684 USA;Position Title: Title Manager;Start date with business: 2021-04-07;Hours per month devoted to business during trading hours: 1;Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No. Anthony Landi Inc;Is the business investment related: No; Location of the business: 3132 Sterling Street Tarpon Springs FL 34688 USA; Position Title: Office/Director; Start date with business: 2022-01-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-08 |
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