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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
7747 Mitchell Boulevard Suite A, Trinity, FL 34655 • United States
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rizzotto Tax Advisory Group | Trinity/Largo | FL | 06/2018 | Present |
| Rizzotto Tax Advisory Group | Trinity/Largo | FL | 10/2016 | 06/2018 |
| Wells Fargo | Trinity | FL | 09/2015 | 11/2016 |
| Truvestments Capital Llc | Sarasota | FL | 01/2019 | Present |
TAX ADVISOR, RIZZOTTO TAX ADVISORY GROUP, TRINITY/LARGO, FLORIDA. INVESTMENT RELATED. STARTED 06/2018. 40 HRS PER WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-11 |
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