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1221 S. Tamiami Trail, Sarasota, FL 34239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardsman Wealth Management, Inc. | Sarasota | FL | 03/2001 | Present |
| Guardsman Private Capital Management, Inc | Sarasota | FL | 05/2014 | Present |
JEFFREY MCCURDY IS AN OFFICER, MANAGER, BOARD MEMBER OR AGENT IN THE FOLLOWING BUSINESSES AND SPENDS APPROXIMATELY 50% OF HIS TIME, IN AGGREGATE, PERFORMING VARIOUS DUTIES ON BEHALF OF THESE ENTITIES: PRESIDENT OF GUARDSMAN WEALTH MANAGEMENT, INC., MANAGER OF SPORTS TRAINING MANAGEMENT, LLC, JDB CAPITAL PARTNERS, LLC, JWM HARBINGER, LLC, SENTINEL MANAGEMENT, LLC, OZONE CAPITAL PARTNERS, LLC, DJM HOLDCO I, LLC, MIDTOWN HOLDINGS I, LLC, SILVERSTEIN FAMILY, LLC, STORMLIGHT HOLDINGS, LLC, AND RSTM, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-05 |
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