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300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-24 |
| TX | RA | APPROVED_RES | 2020-06-16 |
Branch Locations
300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | St. Petersburg | FL | 11/2013 | 06/2020 |
| Purshe Kaplan Sterling Investments, Inc. | St. Petersburg | FL | 06/2020 | 01/2022 |
| Cyndeo Wealth Partners | St. Petersburg | FL | 06/2020 | Present |
1) 06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance, Health & Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-03 |
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