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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-11 |
Branch Locations
4830 W. Kennedy Blvd Suite 600, Tampa, FL 33609 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
360 Central Ave. Suite 800, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix Super Markets | Tampa | FL | 10/2014 | 06/2018 |
| University Of South Florida | Tampa | FL | 08/2017 | 12/2020 |
| Family First Life | Tampa | FL | 03/2019 | 12/2019 |
| Members Trust Company | Tampa | FL | 05/2020 | 11/2024 |
| Rfg Advisory, Llc Dba Aimwell Financial | St. Petersburg | FL | 12/2024 | Present |
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