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13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2009 | 09/2016 |
| Northwestern Mutual Investment Services, Llc | St Petersburg | FL | 03/2001 | 09/2016 |
| Avantax Investment Services, Inc. | St Petersburg | FL | 09/2016 | 03/2022 |
| Avantax Insurance Agency, Llc | St Pertersburg | FL | 09/2016 | 03/2022 |
| Psi Advisors | Tampa | FL | 03/2022 | Present |
Walker Wealth Management LLC~'NIR'~7802 Bristol Ct N~Saint Petersburg~FL~33709~Other~Other~8/1/2016~160hrs~80hrs~Fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-08 |
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