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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
1401 66Th Street North, St. Petersburg, FL 33710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Securities Financial Network, Llc (11025) | Saint Petersburg | FL | 05/2008 | 05/2023 |
| Stifel Independent Advisors, Llc | Saint Petersburg | FL | 05/2023 | 08/2026 |
| Equitable Advisors, Llc | St. Petersburg | FL | 08/2026 | Present |
1. CRESCENT KING DEVELOPMENT INC; 14011 66th St N, St. Petersburg, FL 33710; d/b/a BT Legacy Wealth Management operates under this LLC; President/Director; 3/6/2020; 9 hr/day; During Securities Trading Hours; Investment Related. 2. BT DEVELOPMENT GROUP, INC,; 1401 66th St N, St. Petersburg, FL 33710; Holding Co for Commercial property where practice is held; President/Director; 11/09/2007; 15 hr/qtr; During Securities Trading Hours; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-29 |
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