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Alexander Lee Misarti

Psi Advisors, LLC

Tampa, FL

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Current Employers
Psi Advisors, Llc

13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-10
FL RA APPROVED 2019-02-11
  • TX RA
    APPROVED_RES
    Since 2020-11-10
  • FL RA
    APPROVED
    Since 2019-02-11

Branch Locations

13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Princor Financial Services Tampa FL 08/2015 01/2018
Principal Life Insurance Company Tampa FL 08/2015 01/2018
Lpl Financial Llc Tampa FL 02/2018 Present
Psi Advisors, Llc Tampa FL 03/2018 Present
  • 08/2015 → 01/2018
    Princor Financial Services
    Tampa, FL
  • 08/2015 → 01/2018
    Principal Life Insurance Company
    Tampa, FL
  • 02/2018 → Present
    Lpl Financial Llc
    Tampa, FL
  • 03/2018 → Present
    Tampa, FL
Previous Registrations
Other Businesses

1) 2/28/18- Mark Scheidter & Associates- DBA for LPL Business (entity for LPL business)- Inv. Related- Tampa, FL- 100% 2 )2/28/18- Crump Insurance- Non-Variable Insurance- Agent for Fixed life insurance, fixed annuity, disability, Long term care- Tampa, FL- 10% 3) 2/28/18- Principal Financial Group- Non-Variable Insurance- Agent for Fixed life insurance, fixed annuity and disability - Tampa, FL - 20% 4) 03/13/2018 - PSI Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 2/28/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services thru PSI Advisors, LLC, an independent investment advisor firm. I started this business activity in March 2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 10/23/2018 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:09/17/2018 - 5 Hours Per Month/1 Hours During Trading - fixed insurance. 6) 6/21/2019 - Alton K. Cates, Jr., CPA PA - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 05/08/2019 - This business is located in the same building, occasionally refer a client. 7) 08/18/2022 - Pinnacle Insurance & Financial Services, LLC - Investment Related - At Reported Business Location(s) - Broker - Start Date - 05/13/2022 - 4 Hours Per Month/1 Hours During Securities Trading. 8) 07/11/2024 - INERTIA Advisor Services Group - Non-Variable Insurance - Broker - Investment Related - At Reported Business Location(s) - Start Date 07/10/2024 - 20 Hours Per Month/ 10 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-25
  • S66 Uniform Combined State Law Examination
    2016-06-25
Designations
Other Names
  • Alex Misarti

View on SEC IAPD

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