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963 Highland Avenue, Dunedin, FL 34698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| MS | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Client 1St Advisory Group Llc | Hattiesburg | MS | 07/2013 | Present |
1. Zaffiri Capital, a holdings company, not investment-related, 1550 Andover Drive Dunedin FL 34698, does not engage in other business at the moment, CEO, start date 01/01/2024, no time spent during securities trading hours, passive income generated from distributions on C1AG shares. 2. MiDaMo LLC, a real estate holdings company, not investment-related, 963 Highland Avenue Dunedin FL 34698, Partner, start date 7/1/2025, 1 hour devoted during trading hours, Midamo owns the office building and the building behind us which is used as a vacation rental.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-09 |
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