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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-14 |
Branch Locations
4030 W Boy Scout Blvd Ste 150, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Tampa | FL | 08/2016 | 12/2022 |
| Wells Fargo Clearing Services, Llc. | Tampa | FL | 12/2022 | Present |
1) BUFFALO COMPLEX LLC; INV. RELATED; TAMPA, FL; 100% OWNERSHIP; RENTAL PROPERTY - COMMERCIAL REAL ESTATE; START 9/1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: MANAGER, OWNER, LANDLORD. 2) RICHBOB LLC; INV. RELATED; TAMPA, FL; 50% OWNERSHIP; RENTAL PROPERTY; START 12/1/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING: DUTIES: RENTAL MANAGER. 3) OVIEDO VENTURE LLC; INV. RELATED; ORLANDO, FL; 5% OWNERSHIP; FORDS GARAGE / RESTAURANT; START 9/30/20221; 0 HRS PER MONTH; 0 HRS DURING TRADING: INVESTMENT PARTNER. 4) TECHNICAL MEDICAL SPECIALISTS LLC; INV. RELATED; TAMPA, FL; 100% OWNERSHIP; LEASING EQUIPMENT/FRANCHISE PURCHASING; START 11/22/2010; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: OWNER/MANAGER. 5) DREAM CARS FOR BEANS LLC; INV. RELATED; TAMPA, FL; 100% OWNERSHIP; ANTIQUE CARS; START 11/28/2013; 5 HRS PER MONTH; 0 HRS PER MONTH.; 6) TRUSTEE FOR SON'S TRUST, INV RELATED, TAMPA, FL, START 8/28/2017, 5 HRS/MONTH, 5 HRS DURING TRADING. 7) TANNENBAURM FAMILY LTD PARTNERSHIP, INV RELATED, TAMPA, FL, 10% OWNERSHIP, START 1/1/1994, 5 HOURS PER MONTH, 2 HOURS DURING TRADING, ESTATE PLANNING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-20 |
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