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111 2Nd Ave Ne Suite 911, St. Petersburg, FL 33701-3474 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-09 |
Branch Locations
111 2Nd Avenue Ne Suite 911, St. Petersburg, FL 33701 • 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 |
|---|---|---|---|---|
| Secure Investment Managment, Llc | Tucson | AZ | 10/2015 | 03/2017 |
| Retirement Solutions Group, Llc Dba Bayshore Retirement Solution | Tampa | FL | 08/2009 | Present |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 07/2015 | 03/2017 |
| Gradient Advisors, Llc | Arden Hills | MN | 03/2017 | 12/2019 |
| Bayshore Financial Solutions, Llc | St. Petersburg | FL | 12/2019 | Present |
1) Bayshore Retirement Solutions - 111 2ND Ave NE St Petersburg, FL 33701- Insurance Related Business - Owner & Licensed Insurance Agent - Start Date - 08/2009 - Present - 20 hours per week and during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-24 |
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