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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
Branch Locations
5650 Breckenridge Park Dr Suite 305, Tampa, FL 33610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insphere Insurance Solutions | Clearwater | FL | 02/2013 | Present |
| Total Resource Financial | Tampa | FL | 03/2013 | Present |
| Woodbury Financial Services, Inc. | Tampa Bay | FL | 01/2014 | 01/2024 |
| Osaic Wealth, Inc. | Brandon | FL | 01/2024 | Present |
1. TOTAL RESOURCE FINANCIAL: 10012 COLONNADE DR., TAMPA, FL 33647. 03/2013. THIS IS A DBA FOR MY INVESTMENTS AND INSURANCE BUSINESS. I AM THE OWNER. I WILL DEVOTE 160 HOURS PER MONTH TO THIS BUSINESS. I AM COMPENSATED BY COMMISSIONS. INSPHERE INSURANCE SOLUTIONS: 29399 US 19N, #250, CLEARWATER, FL 33761. 02/2013. I AM AN INSURANCE AGENT FOR THIS FIXED INSURANCE AGENCY. I WILL DEVOTE 80 HOURS PER MONTH TO THIS BUSINESS. I AM COMPENSATED BY COMMISSIONS. 2. NORTHPOINT FINANCIAL GROUP POSITION: Registered Representative NATURE: Northpoint Financial Group is a marketing entity for a group of representatives registered with Osaic Wealth, Inc. It is structured as a Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/29/2014 ADDRESS: 5650 Breckenridge Park Dr, Suite 305, Tampa FL 33610, United States DESCRIPTION: I will be working with some clients under the marketing name of Northpoint Financial Group due to joint efforts of myself and other registered representatives that are also registered with Osaic Wealth, Inc. 3. TOTAL RESOURCE FINANCIAL POSITION: Managing Partner NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2013 ADDRESS: 5650 Breckenridge Park Dr, Suite 305, Tampa FL 33610, United States DESCRIPTION: Total Resource Financial, LLC is the DBA for my financial planning business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
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