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2600 1St Avenue North, St. Petersburg, FL 33713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-11 |
| TX | RA | APPROVED | 2026-08-07 |
Branch Locations
2600 1St Avenue North, St. Petersburg, FL 33713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | New York | NY | 03/2011 | 07/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2025 |
| Strategic Advisers Llc | St. Petersburg | FL | 03/2025 | 07/2026 |
| Sum Zero Wealth | St. Petersburg | FL | 06/2026 | Present |
| Strategic Advisers Llc | New York | NY | 02/2013 | 07/2018 |
1) JAMES BARKER GERSON; INVESTMENT RELATED; 2600 1ST AVE. N, ST. PETERSBURG, FL 33713; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 05/2022; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 2) JAMES BARKER GERSON; NON-INVESTMENT RELATED; 2600 1ST AVE. N, ST. PETERSBURG, FL 33713; TAX PREPARATION SERVICES; TAX PREPARER; 06/2026; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; TAX PREPARER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-16 |
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