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Jeffrey Lampasso

Cary Street Partners

Tampa, FL

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-26
TX RA APPROVED 2025-08-26
VA RA APPROVED 2025-08-26
FL RA APPROVED 2025-08-15
  • NC RA
    APPROVED
    Since 2025-08-26
  • TX RA
    APPROVED
    Since 2025-08-26
  • VA RA
    APPROVED
    Since 2025-08-26
  • FL RA
    APPROVED
    Since 2025-08-15

Branch Locations

2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607 • 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
Cary Street Partners Llc Tampa FL 08/2024 Present
Cary Street Partners Investment Advisory Llc Tampa FL 08/2024 Present
Truist Financial Corporation Tampa FL 09/2008 08/2024
  • 08/2024 → Present
    Cary Street Partners Llc
    Tampa, FL
  • 08/2024 → Present
    Cary Street Partners Investment Advisory Llc
    Tampa, FL
  • 09/2008 → 08/2024
    Truist Financial Corporation
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
  • S66 Uniform Combined State Law Examination
    2025-07-03

View on SEC IAPD

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