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4601 W North A Street, Tampa, FL 33609-1909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton | Saint Petersburg | FL | 07/2018 | 08/2018 |
| Morgan Stanley | Palm Harbor | FL | 01/2020 | 03/2020 |
| University Of South Florida | Tampa | FL | 08/2019 | 12/2019 |
| Lee University | Cleveland | TN | 06/2016 | 07/2018 |
| University Of South Florida | Tampa | FL | 08/2018 | 05/2020 |
| Darwin Partners, Llc | Tampa | FL | 06/2020 | Present |
| Darwin Wealth Management, Llc | Tampa | FL | 11/2022 | Present |
| Darwin Insurance Group, Llc | Tampa | FL | 12/2022 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
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