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111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-01-03 |
| GA | RA | APPROVED | 2021-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walser Wealth Management, A Limited Liability Company | Tampa | FL | 01/2015 | Present |
| Walser Captial Group, Llc | Tampa | FL | 08/2016 | Present |
1) THE LAW OFFICE OF R. WALSER - 777 S. HARBOUR ISLAND BLVD., SUITE 350, TAMPA, FL 33602 - LICENSED ATTORNEY - 25% OF HER TIME PER WEEK. 2) WALSER CAPTIAL GROUP, LLC - 777 S. HARBOUR ISLAND BLVD., SUITE 350, TAMPA, FL 33602 - LIFE AND HEALTH LICENSED INSURANCE AGENT - 25% OF HER TIME PER WEEK. - START DATE -: 08/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
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