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310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-27 |
Branch Locations
310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Tampa | FL | 02/2014 | 07/2023 |
| Suntrust Invesment Services, Inc. | Atlanta | GA | 03/2014 | 07/2023 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 08/2016 | 07/2023 |
| Fourthought Financial Partners | Venice | FL | 09/2023 | Present |
BLACKBIRD RESIDENTIAL LLC POSITION: 100% member NATURE: This is an LLC created to own my prior home which i am now renting out. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: , Tampa FL , United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-05 |
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