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4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-25 |
Branch Locations
4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Pittsburgh | PA | 05/2018 | 10/2024 |
| University Of Tampa | Tampa | FL | 08/2015 | 05/2019 |
| Chartiers Country Club | Pittsburgh | PA | 05/2014 | 08/2018 |
| Hb Retirement - Lpl Financial | Pittsburgh | PA | 05/2016 | 05/2019 |
| Gregory Advisors, Inc. | Tampa | FL | 01/2018 | 05/2018 |
| Global Retirement Partners Llc | Pittsburgh | PA | 07/2019 | 10/2024 |
| Unique Wealth, Llc | Clearwater | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-22 |
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