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7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Llc | Lakewood Ranch | FL | 06/2025 | 10/2025 |
| Assurance Dimensions Llc | Tampa | FL | 10/2024 | 06/2025 |
| Smg Aba Llc | St Petersburg | FL | 02/2024 | 10/2024 |
| The Joseph Spine Institute | Tampa | FL | 01/2023 | 01/2024 |
| Harborview Financial | Remote | FL | 01/2019 | 01/2023 |
| Crown & Company Cpas | Clearwater | FL | 06/2024 | 10/2024 |
| Chipotle Mexican Grill | Sanford | FL | 02/2015 | 01/2019 |
| Base Wealth Management | Lakewood Ranch | FL | 11/2025 | Present |
Mr. Stoy is employed as a Senior Accountant at Base Tax, a CPA firm that provides tax and accounting service to small business and individuals. Mr. Stoy spends approximately 70% of his time on this outside business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
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