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Connor Lee Wasson

Unique Wealth, LLC

Tampa, FL

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Current Employers
Unique Wealth, Llc

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-21
  • FL RA
    APPROVED
    Since 2024-08-21

Branch Locations

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Tampa Tampa PA 08/2016 12/2020
Chartiers Country Club Pittsburgh PA 04/2014 08/2019
University Of Tampa Tampa FL 12/2017 05/2019
Sofresh Tampa FL 01/2019 05/2019
Hb Retirement- Lpl Financial Pittsburgh PA 05/2018 01/2021
Hb Retirement- Lpl Financial Pittsburgh PA 01/2021 07/2024
Global Retirement Partners, Llc San Rafael CA 09/2023 07/2024
Unique Wealth, Llc Clearwater FL 08/2024 Present
  • 08/2016 → 12/2020
    University Of Tampa
    Tampa, PA
  • 04/2014 → 08/2019
    Chartiers Country Club
    Pittsburgh, PA
  • 12/2017 → 05/2019
    University Of Tampa
    Tampa, FL
  • 01/2019 → 05/2019
    Sofresh
    Tampa, FL
  • 05/2018 → 01/2021
    Hb Retirement- Lpl Financial
    Pittsburgh, PA
  • 01/2021 → 07/2024
    Hb Retirement- Lpl Financial
    Pittsburgh, PA
  • 09/2023 → 07/2024
    Global Retirement Partners, Llc
    San Rafael, CA
  • 08/2024 → Present
    Unique Wealth, Llc
    Clearwater, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-23
S63 Uniform Securities Agent State Law Examination 2023-05-17
  • S65 Uniform Investment Adviser Law Examination
    2023-10-23
  • S63 Uniform Securities Agent State Law Examination
    2023-05-17

View on SEC IAPD

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AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
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