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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-04 |
| FL | RA | APPROVED | 2022-12-01 |
Branch Locations
4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
1325 4Th Avenue Suite 2100, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune Management | University Place | WA | 11/1998 | Present |
| Investacorp Inc | Miami | FL | 10/2014 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 10/2014 | 07/2020 |
| Fortune 360 Group Llc | Plantation | FL | 07/2015 | Present |
| Fortune 360 Group Llc | Plantation | FL | 03/2016 | 04/2023 |
| Securities America, Inc. | Plantation | FL | 07/2020 | 07/2021 |
| Private Client Services | Seattle | WA | 03/2023 | Present |
| Assuredpartners Investment Advisors | Tampa | FL | 12/2022 | Present |
1) FMG Properties LLC. 6201 Lake WA Blvd NE #307, Kirkland, WA 98033. Real Estate. Managing Partner. 2 hrs/mo; 2 during trading hrs. 2) Assured Partners Investment Advisors. RIA. 120 hrs/mo; 70 during trading hrs. 3) AssuredPartners. 1325 4th Ave, Ste 2100, Seattle, WA 98101. Insurance Sales. 4) SN Reeves LLC. 6201 Lake WA Blvd NE #307, Kirkland, WA 98033. Real Estate. Managing member. 2 hrs/mo; 2 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-05 |
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