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Econologics Financial Advisors CRD 125738
$183M regulatory AUM 143 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2401 West Bay Drive Suite 603, Largo, FL 33770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2023-03-10 |
| LA | RA | APPROVED | 2021-01-08 |
| NH | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED_RES | 2021-01-05 |
Branch Locations
2401 West Bay Drive Suite 603, Largo, FL 33770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Econologics Financial Advisors | Largo | FL | 05/2020 | Present |
| Gulf Drive Cafe | Bradenton Beach | FL | 07/2019 | 03/2020 |
| Means Wealth Management | Bangor | ME | 06/2016 | 05/2019 |
H and D Enterprises accounting administrative role (McDonald's franchisee) Spreadsheets. 100 hours per year hourly rate $12 per hour
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-14 |
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