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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-24 |
| FL | RA | APPROVED | 2025-03-10 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | St. Petersburg | FL | 02/2025 | Present |
| Walkers Outdoor Landscaping Llc | Arcanum | OH | 02/2021 | 01/2025 |
| Mueller Reports | Englewood | FL | 11/2024 | 11/2024 |
| Unemployed | Englewood | FL | 10/2024 | 10/2024 |
| 5M_Promotion | Sarasota | FL | 09/2024 | 09/2024 |
| Unemployed | Greenville | OH | 07/2024 | 08/2024 |
| Extended Travel | Lisbon | 05/2024 | 07/2024 | |
| Study Abroad | Bergen | 01/2024 | 04/2024 | |
| University Of Cincinnati | Cincinnati | OH | 08/2023 | 12/2023 |
| Walkers Outdoor Landscaping Llc | Arcanum | OH | 05/2023 | 07/2023 |
| University Of Cincinnati | Cincinnati | OH | 08/2022 | 04/2023 |
| Nickolson's Gastropub | Cincinnati | OH | 09/2023 | 10/2023 |
| Walkers Outdoor Landscaping Llc | Arcanum | OH | 02/2022 | 07/2022 |
| Unemployed | Greenville | OH | 12/2021 | 01/2022 |
| Vail Resorts | Keystone | CO | 09/2021 | 11/2021 |
| Wagner Paving Inc. | Laura | OH | 05/2021 | 08/2021 |
| Sincalir Community College | Dayton | OH | 08/2020 | 04/2021 |
| Wagner Paving Inc. | Laura | OH | 05/2020 | 08/2020 |
| Sinclair Community College | Dayton | OH | 08/2019 | 04/2020 |
| Wagner Paving Inc. | Laura | OH | 05/2019 | 10/2019 |
| Arcanum High School | Arcaum | OH | 01/2015 | 04/2019 |
| Arcanum Swimming Pool | Arcanum | OH | 06/2017 | 08/2017 |
| Ossfin Llc | Saint Petersburg | FL | 03/2026 | Present |
OssFin LLC OssFin is a consumer financial-technology company. It provides a personal-finance data-aggregation and educational application that connects to a user's own financial accounts. Yes, under the form's broad definition, because the application aggregates and displays banking and investment-account data. However, to be clear, Ossfin does not custody assets or execute trades. It aggregates and displays connected user data. Address: 777 35th Ave S Saint Petersburg, FL 33705 Position: Owner 03/26/2026 40-50 hours per month devoted to OssFin 0 hours spend during trading hours Any compensation would be in the form of business profits / owner's distributions from the company's software-subscription (SaaS) revenue. Any future compensation would be SaaS business profit, not sales-based Duties: overall responsibility for the business, including development, design, and operations/strategy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-12 |
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