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Noble Family Wealth CRD 315152
$527M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2475 Enterprise Rd., Clearwater, FL 33763 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
| LA | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc. | Tampa | FL | 06/2016 | 05/2020 |
| Usaa Financial Planning Services | Tampa | FL | 06/2016 | 05/2020 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Saint Petersburg | FL | 05/2020 | 07/2026 |
| Noble Family Wealth, Llc | Clearwater | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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