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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-22 |
Branch Locations
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
172-A State Street East, Oldsmar, FL 34677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tampa Bay Advisory, Llc | Oldsmar | FL | 10/2010 | Present |
| Sgl Financial, Llc | Oldsmar | FL | 09/2014 | 08/2019 |
| Horter Investment Management, Llc | Oldsmar | FL | 08/2019 | 10/2022 |
| Redwood Private Wealth Llc | Oldsmar | FL | 10/2022 | 12/2023 |
| Virtue Capital Management, Llc | Oldsmar | FL | 01/2024 | 11/2025 |
| Truvestments Capital Llc | Oldsmar | FL | 12/2025 | Present |
1) Tampa Bay Advisory, LLC; Not investment-related; 172-A State Street East, Oldsmar, FL, 34677; Insurance sales; President; Implementation of insurance recommendations; Approx. 20% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-18 |
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