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2044 Ashley Oaks Circle, #102, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-05 |
| FL | RA | APPROVED | 2020-10-24 |
Branch Locations
2044 Ashley Oaks Circle, #102, Wesley Chapel, FL 33544 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Rochester | NY | 04/2010 | 09/2020 |
| Prudential Insurance Company Of America | Rochester | NY | 04/2010 | 09/2020 |
| Bria Capital Group, Llc | Tampa | FL | 10/2020 | Present |
| Tampa Wealth Partners Corp. | Wesley Chapel | FL | 10/2020 | Present |
JB2 Fitness, LLC - Managing Member/Owner since 12/2017 - located at 1607 Beaconsfield Drive, Wesley Chapel, FL 33543 - Not Investment-Related - This is a Snap Fitness Franchise - Spend approximately 5 hrs a month managing this business in the evening and on the weekends. Tampa Wealth Partners Corp. - President/Owner since 9/2020 - located at 1607 Beaconsfield Drive, Wesley Chapel, FL 33543 - Investment-Related - Spend approximately 20 hrs a month during business hours serving the needs of my insurance clients. HKA Properties, LLC, 2044 Ashley Oaks Circle, #102, Wesley Chapel, Florida 33544. The entity is a non-public Limited Liability Company set-up to own and manage BRIA Capital Group's office building. Not investment-related. Since October of 2022, Mr. Briggs is a Managing Member (50%) and spends 0% of his time with the management of this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-21 |
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