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13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-15 |
| TX | RA | APPROVED | 2019-02-08 |
Branch Locations
13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
3810 Gunn Highway, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Tampa | FL | 11/2009 | 11/2016 |
| Princor Financial Services Corp | Tampa | FL | 11/2009 | 11/2016 |
| Teague & Associates | Tampa | FL | 06/2015 | Present |
| Lpl Financial, Llc | Tampa | FL | 11/2016 | Present |
| Psi Advisors, Llc | Tampa | FL | 01/2017 | Present |
1.11/03/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Teague & Associates; Investment Related; at Reported Business Location(s); Start Date 06/01/2015; 240hrs/mth; hrs during trading 2.11/03/2016; KW Financial Services Inc; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/01/2015; 12hrs/mth; 0hrs during trading 3.01/18/2017; PSI Advisors LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/03/2017; 40hrs/mth; 30hrs during trading; I provide investment advisory services through PSI Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.01/18/2017; PSI Advisors LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/03/2017; 40hrs/mth; 30hrs during trading; I provide investment advisory services through PSI Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5.06/12/2017; Florida Gulf Coast Business Center; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/01/2017; 1hrs/mth; 1hrs during trading 6.02/20/2018; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/09/2018; 5hrs/mth; 0hrs during trading 7.08/22/2018; TT4 Holdings LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 08/20/2018; 1hrs/mth; 0hrs during trading 8.10/05/2018; PayPlus; Other - Referral; Not Investment Related; Tampa,FL; Start Date 09/05/2018; 1hrs/mth; 0hrs during trading 9.10/05/2018; Alton Cates CPA; Other - Referrals; Not Investment Related; Ste. 102 Tampa,FL; Start Date 09/05/2018; 1hrs/mth; 0hrs during trading 10.10/05/2018; Felix Blanco CPA; Other - Referrals; Not Investment Related; Ste. 102 Tampa,FL; Start Date 09/05/2018; 1hrs/mth; 0hrs during trading 11.10/05/2018; EFS Insurance; Other - Referrals; Not Investment Related; Ste. 102 Tampa,FL; Start Date 09/05/2018; 1hrs/mth; 0hrs during trading 12.03/03/2020; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/03/2020; 1hrs/mth; 0hrs during trading 13.03/03/2020; Barnum Financial Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/03/2020; 1hrs/mth; 0hrs during trading 14.10/13/2020; American Heritage Financial LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/06/2020; 1hrs/mth; 0hrs during trading 15.09/19/2025; BB Gunn Properties LLC; Other - Real Estate Holding Company; Investment Related; Tampa,FL; Start Date 09/01/2025; 2hrs/mth; 0hrs during trading 16.10/21/2025; TT4 Ventures LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 10/01/2025; 1hrs/mth; 0hrs during trading 17.08/14/2026; BB Gunn Properties; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/01/2026; 4hrs/mth; 0hrs during trading 18.08/18/2026; TT4 Tax LLC; Tax Prep/Accounting/CPA; Investment Related; Tampa,FL; Start Date 09/01/2026; 4hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-26 |
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