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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED | 2021-11-17 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gifford Group, Llc | Las Vegas | NV | 01/2019 | Present |
| Usa Financial Securities Corp. | Ada | MI | 08/2009 | 01/2019 |
| Nevada Family Wealth, Raymond James | Las Vegas | NV | 01/2019 | 11/2021 |
| Raymond James Financial Services Advisors, Inc. | Las Vegas | NV | 01/2019 | Present |
| Gifford Planning Strategies, Usa Financial | Las Vegas | NV | 09/2009 | 01/2019 |
| Gifford Planning Strategies, Strategy Marketplace | Las Vegas | NV | 11/2021 | Present |
| Strategy Marketplace Llc | Las Vegas | NV | 11/2021 | Present |
| Dynamic Wealth Advisors | Phoenix | AZ | 07/2026 | Present |
Name of Business : The Gifford Group, LLC Nature of the Business: Non-variable Insurance Position/Title: Non-variable Insurance Investment Related:Yes Start Date: 01/01/2019 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 10 Description of duties: Owner Marketing and sales of fixed and fixed index annuities. Marketing and sales of fixed and fixed index life insurance. Marketing and sales of long-term care and disability insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-07 |
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