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Current Employers
Compass Financial Management Llc

2422 W. Sunset Drive, Tampa, FL 33629 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-04
  • FL RA
    APPROVED
    Since 2025-09-04

Branch Locations

1511 N Westshore Blvd #680, 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
Rapid! Tampa FL 08/2019 Present
Harwood Financial Tampa FL 07/2018 08/2019
Full-Time Education Tampa FL 08/2013 07/2018
  • 08/2019 → Present
    Rapid!
    Tampa, FL
  • 07/2018 → 08/2019
    Harwood Financial
    Tampa, FL
  • 08/2013 → 07/2018
    Full-Time Education
    Tampa, FL
Other Businesses

RAPID!, NON INVESTMENT RELATED, 5300 W CYPRESS ST STE 150 TAMPA, FL 33607, 100% EPAYROLL SOLUTION AND HELP REDUCE TEH COSTS OF ISSUING AND RETURING PAPER CHECKS, RELATIONSHIP MANAGER, 8/5/2019, 40 HOURS PER MONTH, 20 HOURS DURING TRADING HOURS, SUPPORT AND TRAVEL TO HIGH PRODCUING CLIENTS TO MAINTAIN CLIENT RELATIONSHIPS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-23
  • S65 Uniform Investment Adviser Law Examination
    2025-07-23

View on SEC IAPD

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