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200 Central Ave 4Th Floor 4Th Floor, Saint Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-08 |
| MD | RA | APPROVED | 2025-01-08 |
| NJ | RA | APPROVED | 2025-01-08 |
| PA | RA | APPROVED | 2017-11-13 |
Branch Locations
200 Central Ave 4Th Floor 4Th Floor, Saint Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Harrisburg | PA | 09/2013 | 09/2017 |
| Client Focused Financial, Llc | Harrisburg | PA | 08/2017 | Present |
| Triad Advisors, Inc. | Norcross | GA | 10/2017 | 09/2018 |
1)Client Focused Financial;922 North 3rd Street,Harrisburg,PA 17102;financial services;founder/owner;11/13/2017;50 hrs/month;6 hrs during trading;financial services 2)Client Focused Financial;not investment related;922 North 3rd Street,Harrisburg,PA 17102;insurance;owner;8/2017;5 hrs/month;1 hr during trading;insurance planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-28 |
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