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35788 S.R. 54 Suite 101, Zephryhills, FL 33541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-03 |
Branch Locations
35788 S.R. 54 Suite 101, Zephyrhills, FL 33541 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 08/2012 | 06/2018 |
| Northwestern Mutual Life Insurance Company | Tampa | FL | 08/2018 | 04/2021 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 09/2018 | 04/2021 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 09/2015 | 07/2018 |
| Noble Wealth Advisors, Llc | Zephyrhills | FL | 10/2020 | Present |
| Noble Wealth Advisors, Llc | Zephyrhills | FL | 01/2022 | Present |
| Noble Insurance Planners, Llc | Zephyrhills | FL | 07/2021 | Present |
| Noble Tax Strategies, Llc | Zephyrhills | FL | 07/2021 | 07/2023 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 02/2014 | 07/2018 |
| Noble Tax Strategies, Llc | Zephyrhills | FL | 07/2023 | Present |
JEREMY DAVID IS AN INSURANCE AGENT PROVIDING INSURANCE SERVICES THROUGH OUR AFFILIATED COMPANY NOBLE INSURANCE PLANNERS, LLC. HE ALSO PROVIDES TAX PREPARATION AND RELATED SERVICES THROUGH NOBLE TAX STRATEGIES, LLC. MR. DAVID SPENDS APPROXIMATELY 85% OF HIS TIME ON ACTIVITIES THROUGH NOBLE WEALTH WITH THE REMAINING 15% DIVIDED BETWEEN NOBLE INSURANCE PLANNERS AND NOBLE TAX STRATEGIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-19 |
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