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4601 W North A Street, Tampa, FL 33609-1909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-04 |
| CT | RA | APPROVED | 2025-05-29 |
| FL | RA | APPROVED | 2022-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord Abbett & Co. Llc | Jersey City | NJ | 07/2016 | 10/2017 |
| Jpm Investment Management | New York | NY | 10/2017 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2019 | 06/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 10/2019 | 06/2022 |
| Darwin Wealth Management, Llc | Tampa | FL | 06/2022 | Present |
| Darwin Insurance Group, Llc | Tampa | FL | 12/2022 | Present |
| Innovation Partners Llc | Charlotte | NC | 05/2025 | Present |
Darwin Insurance Group, LLC, 4601 W. North A Street, Tampa, FL 33609, consult and/or offer fixed insurance and annuity products as a licensed agent from 12/2022 to present, up to 40% of weekly time may be spent on this service. Darwin Insurance Group is an affiliated company of Darwin Wealth Management. Name of Business: Darwin Wealth Management Investment-Related Nature: Yes Address of the Other Business: 4601 W North A St., Tampa, FL 33609 Nature of the Other Business: Financial advice and investments Position, Title, or Relationship: Advisor Start Date of the Relationship: 06/2022 Approximate Number of Hours per Month Devoted: 50
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-02 |
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