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2422 W. Sunset Drive, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
Branch Locations
1511 Suite 680 N. Westshore Blvd., Tampa, FL 33607 • United States
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-02 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Management Solutions, Llc | Largo | FL | 01/2002 | Present |
| Harwood Advisory Group, Llc | Largo | FL | 11/2012 | 02/2020 |
| Harwood Financial Group | Largo | FL | 11/2012 | 07/2021 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 09/2021 | 03/2022 |
| Trustmont Advisory Group Inc | Greensburg | PA | 05/2021 | Present |
| Delta Airlines | Atlanta | GA | 05/1991 | 08/2022 |
| Darwin Wealth Management | Tampa | FL | 08/2013 | 07/2021 |
1) EINSTIENFI - founder and CEO/president- 4917 Lyford Cay Rd Tampa Fl 33629- Licensing and development of fintech related software- planning and practice software for advisors and their support staff- a long with the provision of software related training is provided- 40 hpm - DBA- Genius Network rebranded to the CEO Mindset; 1511 N Westshore Blvd, Suite 680, Tampa, FL 33607; DBA name for coaching program Einstein FI 2)Management Solutions LLC- 4917 Lyford Cay Rd Tampa FL 33629- holds commercial rental properties as well as private mortgage- also serves as a family LLC for estate planning purposes- owns and maintains real estate and investment accounts- 5 hpm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
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