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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-28 |
| NC | RA | APPROVED | 2022-11-20 |
| WA | RA | APPROVED | 2022-11-20 |
| TX | RA | APPROVED_RES | 2022-10-24 |
Branch Locations
8211 West Broward Blvd., Suite 200, Plantation, FL 33324 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Myers Financial Services, Inc. | Plantation | FL | 08/2002 | Present |
| Investacorp Inc | Miami Lakes | FL | 08/2008 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 08/2008 | 07/2020 |
| F360G Holdings, Llc | Plantation | FL | 07/2015 | Present |
| Fortune 360 Group Llc | Plantation | FL | 03/2016 | 02/2023 |
| Securities America, Inc. | Plantation | FL | 07/2020 | 07/2021 |
| Securities America Advisors, Inc. | Plantation | FL | 07/2020 | 07/2021 |
| Private Client Services | Plantation | FL | 06/2023 | Present |
| Assuredpartner Investment Advisors | Plantation | FL | 10/2022 | Present |
1) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 120 hrs/mo; 120 during trading hrs. 2) AssuredPartners. 8211 W Broward Blvd, Suite 200, Plantation, FL 33324. Insurance Sales. 5 hrs/mo; 5 during trading hrs. 3) Myers Tax Services LLC. Cooper City FL 33026. Tax planning and tax return preparation. Owner, CPA, prepare tax returns. 5 hrs/mo; 0 during trading hrs. 4) FINRA Arbitrator. Cooper City FL 33026. FINRA Dispute Resolution resolves business disputes among industry participants, 2 hours/month during trading hours; 2 hours/month during non-trading hours start date 01/01/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-04 |
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