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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-11 |
Branch Locations
2424 Harrodsburg Road Suite 207, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| Fifth Third Bank | Cincinnati | OH | 01/2019 | 11/2022 |
| Fidelity Investments | Covington | KY | 05/2016 | 07/2018 |
| Kestra Investment Services, Llc | Lexington | KY | 11/2022 | 06/2024 |
| Kestra Advisory Services, Llc | Lexington | KY | 11/2022 | 06/2024 |
| Assuredpartners Investment Advisors | Tampa | FL | 06/2024 | Present |
| Private Client Services | Lexington | KY | 07/2024 | Present |
AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 160 hrs/mo; 140 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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