Inactive

Amy Allen Lord

Suncoast Equity Management, LLC

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Current Employers

Suncoast Equity Management, Llc

5550 W Executive Dr Suite 320, Tampa, FL 33609 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2015-04-03

FL RA
APPROVED

Since 2015-04-03

Branch Locations

5550 W Executive Dr Suite 320, Tampa, FL 33609 • 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

Organization	City	State	From	To
Suncoast Equity Management, Inc.	Tampa	FL	09/2008	Present

09/2008 → Present

Suncoast Equity Management, Inc.

Tampa, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-11-19
S63	Uniform Securities Agent State Law Examination	1993-10-29

S65 Uniform Investment Adviser Law Examination

1993-11-19
S63 Uniform Securities Agent State Law Examination

1993-10-29

Designations

Other Names

Amy Allen

View on SEC IAPD

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