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4601 W North A Street, Tampa, FL 33609-1909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
| CA | RA | APPROVED | 2025-04-29 |
| CO | RA | APPROVED | 2025-04-29 |
| FL | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital | New York | NY | 03/2013 | 03/2018 |
| Truadvice, Llc | Tampa | FL | 07/2018 | 02/2019 |
| Self Employed | New York | NY | 03/2018 | 07/2018 |
| Self Employed | Hillsborough | CA | 02/2019 | 03/2020 |
| Darwin Wealth Management, Llc | Tampa | FL | 02/2020 | Present |
| Farther Finance Advisors | Denver | CO | 12/2024 | Present |
| Innovation Partners Llc | Charlotte | NC | 04/2025 | Present |
Name: Darwin Insurance Group Investment Related: Yes Address: 4601 W North A Street, Tampa, FL 33609 Nature: insurance Position: Managing Partner Start Date: 2/25/2020 Hours per month devoted: 20 Hours per month during security trading hours: 0 Duties: Management responsibilities Name of Business: Farther Finance Advisors Investment-Related Nature: Yes Address of the Other Business: 1500 E 7th Ave., Denver, CO 80218 Nature of the Other Business: Third Party Asset Manager Position, Title, or Relationship: Advisor Representative Start Date of the Relationship: 12/2024 Approximate Number of Hours per Month Devoted: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 2013-06-17 |
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