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4601 W North A Street, Tampa, FL 33609-1909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-27 |
| NJ | RA | APPROVED | 2024-02-26 |
| FL | RA | APPROVED | 2024-01-05 |
| CT | RA | APPROVED | 2023-12-15 |
| NY | RA | APPROVED | 2023-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Individual Brokerage | Glastonbury | CT | 02/2012 | Present |
| The Leaders Group Inc | Littleton | CO | 06/2012 | 12/2018 |
| Cps Financial & Insurance Services, Inc. | Newport Beach | CA | 01/2019 | 12/2023 |
| Capital Synergy Partners, Inc. | Newport Beach | CA | 07/2019 | 12/2023 |
| Darwin Wealth Management | Tampa | FL | 11/2023 | Present |
1) DIVERSIFIED INDIVIDUAL BROKERAGE LLC 427 NAUBUC AVE., SUITE 103 GLASTONBURY, CT 06033 EMPLOYEE/LIFE INSURANCE/FIXED ANNUITY SALES EFFECTIVE: 02/2012 40 HOURS PER MONTH/10 HOURS PER MONTH DURING MARKET HOURS 2) YRD LLC 63 HOLCOMB ST. SIMSBURY, CT 06070 PRINCIPAL/INSURANCE SALES EFFECTIVE: 12/09/2021 100 HOURS PER MONTH/100 HOURS PER MONTH DURING MARKET HOURS 3) Name of Business: Darwin Wealth Management Investment-Related Nature: Yes Address of the Other Business: 427 Naubuc Ave, #103 Glastonbury, CT 06033 Nature of the Other Business: Financial planning and asset management Position, Title, or Relationship: Vice President Start Date of the Relationship: 04/16/2025 Approximate Number of Hours per Month Devoted: 40
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-05 |
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