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Current Employers
Sterling Bridge Financial Group Llc

4174 Woodlands Parkway, Palm Harbor, FL 34685 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-24
  • FL RA
    APPROVED
    Since 2019-07-24

Branch Locations

4174 Woodlands Parkway, Palm Harbor, FL 34685 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2019 → Present
    Palm Harbor, FL
  • 06/2014 → Present
    Senior Benefit Resources, Pllc
    New Port Richey, FL
  • 04/2021 → Present
    Diana Landi Holdings Company
    Palm Harbor, FL
  • 01/2022 → Present
    Anthony Landi Inc
    Tarpon Springs, FL
Other Businesses

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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-08
  • S65 Uniform Investment Adviser Law Examination
    2019-04-08

View on SEC IAPD

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