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3014 West Palmira Ave Ste. 201, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-11-26 |
Branch Locations
3014 West Palmira Ave Ste. 201, Tampa, FL 33629 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opinicus Wealth Management | Bradenton | FL | 11/2011 | 12/2018 |
| Opinicus Capital Inc Dba Opinicus | Tampa | FL | 06/2020 | 04/2021 |
| Lpl Financial Llc | Tampa | FL | 11/2011 | 11/2018 |
| Opinicus Financial Group, Inc. | Tampa | FL | 01/2014 | 07/2021 |
| Opinicus Financial Group, Inc. | Tampa | FL | 04/2021 | Present |
| Opinicus Tax & Accounting, Llc | Tampa | FL | 07/2021 | Present |
| Opinicus Capital Inc Dba Opinicus | Tampa | FL | 04/2021 | Present |
(1) 01/27/2014 - OPINICUS FINANCIAL GROUP, INC. - INV REL - AT REPORTED LOCATION - NON-VARIABLE INSURANCE - LICENSED INDEPENDENT INSURANCE AGENT & DIRECTOR - 2 HR/MO; 0 HOURS DURING SECURITIES TRADING - DUTIES ARE TO MANAGE CLIENT INSURANCE NEEDS. (2) 07/2021 - OPINICUS TAX & ACCOUNTING - NOT INVESTMENT RELATED - MANAGER - 20 HR/MO; 20 HOURS DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-18 |
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