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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
| FL | RA | APPROVED | 2025-07-25 |
Branch Locations
1653 Sun City Center Plaza, Sun City Center, FL 33573 • United States
6901 Professional Parkway Suite 104, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ey/Tapfin | Tampa | FL | 07/2018 | 10/2021 |
| Kraft Heinz | Tampa | FL | 02/2018 | 07/2018 |
| Enterprise | Tampa | FL | 01/2017 | 02/2018 |
| Student | Tampa | FL | 06/2012 | 12/2016 |
| Homeowners Choice Construction Llc | Tampa | FL | 04/2015 | 05/2017 |
| Finametrics | Tampa | FL | 01/2016 | 01/2017 |
| The Mather Group, Llc | Chicago | IL | 11/2021 | 06/2024 |
| Corient | St. Petersburg | FL | 06/2024 | 07/2025 |
| Corient Services Llc | Miami | FL | 06/2024 | 07/2025 |
| Osaic Wealth | Sun City Center | FL | 07/2025 | Present |
JAMES BERNDT POSITION: Landlord NATURE: Not a business, just own a rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 8748 Ashworth Drive, Tampa FL 33647, United States DESCRIPTION: Collect rent from tenant, maintain property, fix appliance issues if they arise.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-21 |
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