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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-04 |
Branch Locations
501 Marketplace Ave. Suite 200, Moon Township, PA 15108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsburgh | PA | 06/2015 | 04/2023 |
| Private Advisor Group, Llc | Pittsburgh | PA | 06/2015 | 04/2023 |
| Assuredpartners Investment Advisors | Tampa | FL | 04/2023 | Present |
| Private Client Services | Pittsburgh | PA | 05/2023 | Present |
1) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 100 hrs/mo; 90 during trading hrs. 2) GTB Holdings, LLC. 516 McCombs Road, Venetia, PA 15367. Real estate (condo) rental revenue/expenses. Also holds some proceeds from sale of TJS Financial Services to AssuredPartners. Owner. 2 hrs/mo; 1during trading hrs. 3) AssuredPartners. 1301 Grandview Ave, Pittsburg, PA 15211. Insurance Sales. 3 hrs/mo; 3 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-24 |
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