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905 E Martin Luther King Jr Dr Ste 660, Tarpon Springs, FL 34689 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-07 |
Branch Locations
11932 Balm Riverview Rd, Riverview, FL 33569 • United States
905 E Martin Luther King Jr Dr Ste 660, Tarpon Springs, FL 34689 • United States
11932 Balm Riverview Rd, Riverview, FL 33569 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Tax Advisory Group, Inc. | Riverview | FL | 09/2003 | Present |
| Tag Investment Advisors, Llc | Plant City | FL | 04/2015 | 03/2025 |
| Barlas O'REilly Wealth Management, Llc | Riverview | FL | 03/2025 | Present |
(1) SUNCOAST TAX ADVISORY GROUP, INC. D/B/A THE TAX ADVISORY GROUP; NON-INVESTMENT RELATED; OWNER/PRESIDENT; TAX ADVISORY FIRM; APPROXIMATELY 30 HRS PER/WK. (2) MANAGING GENERAL PARTNER FOR G&E PRIVATE CAPITAL, LLLP. SEEKING CASH FLOW AND PROFITS IN THE REAL ESTATE MARKETS, BUT NOT LIMITED TO REAL ESTATE; APPROXIMATELY 7 HRS PER/WK. (3) PRESIDENT FOR G&E STORAGE INC. SEEKING PROFITS FROM PROVIDING STORAGE FACILITY SPACE; APPROXIMATELY 2 HRS PER/WK. (4) Insurance company or agency, or an agent for an insurance company or agency, Real estate broker or dealer. (5) President of condo Association Balm Professional Center.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-23 |
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