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25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-11 |
Branch Locations
Jacksonville, FL • United States
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
629 N Peninsula Drive, Daytona Beach, FL 32118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-15 |
Branch Locations
629 N Peninsula Drive, Daytona Beach, FL 32118 • United States
Jacksonville, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-15 |
Branch Locations
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh Consulting Group, Inc. Dba Ashford Investment Advisors | Jacksonville | FL | 05/2008 | Present |
| Maridea Wealth Management Llc | Jacksonville | FL | 05/2026 | Present |
| Bert Reames Investment Advisors, Inc. | Jacksonville | FL | 07/2005 | Present |
1) On a temporary and transitional basis, Mr. McGuire will be dually registered as an investment advisor representative with Walsh Consulting Group, Inc. dba Ashford Investment Advisors ("Ashford Investment Advisors") and Maridea Wealth Management LLC ("Maridea Wealth"). Ashford Investment Advisors and Maridea Wealth are not affiliated entities. Following the transition of clients from Ashford Investment Advisors to Maridea Wealth, this affiliation will cease. 2) Thomas McGuire is dually registered as an Investment Advisor Representative ("IAR") with Bert Reames Investment Advisors, Inc. ("BRIA") since 07/2005 and Maridea Wealth Management LLC ("Maridea Wealth") since 05/2026. BRIA and Maridea Wealth are not affiliated entities. Approximately 50% of Mr. McGuire's time is dedicated to activities as an IAR of BRIA, with the balance as an IAR of Maridea Wealth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-11 |
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