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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-25 |
Branch Locations
4821 U.S. Highway 19 Suite 2, New Port Richey, FL 34652 • United States
4755 East Bay Drive, Clearwater, FL 33764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Tampa | FL | 02/2016 | 06/2017 |
| Park Avenue Securities Llc | Tampa | FL | 02/2016 | 06/2017 |
| Wealth Transfer Advisors, Llc | Tampa | FL | 06/2017 | Present |
| Wealth Transfer Consultants, Llc | Tampa | FL | 10/2016 | Present |
| Csenge Advisory Group | Clearwater | FL | 07/2025 | Present |
2016-Present: Wealth Transfer Consultants, LLC/Insurance related/Tampa, FL/Independent insurance agency/Agency supervisor & insurance agent/Offer insurance products & services via unaffiliated issuers/Involves up to 80% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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