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777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-28 |
Branch Locations
777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price Investment Services, Inc. | Tampa | FL | 08/2010 | 09/2019 |
| Lpl Financial Llc | Tampa | FL | 09/2019 | Present |
| Wealth Advisors Of Tampa Bay, Llc | Tampa | FL | 08/2019 | Present |
1)09/2019 - DBA for LPL Business (entity for LPL business) - WEALTH ADVISORS OF TAMPA BAY LLC - 100% - INVESTMENT RELATED - TAMPA, FL 33602 2)01/2014 - Outside/W-2 Employment - TRIVIA NATION - 1% - INVESTMENT RELATED - TAMPA, FL 33606. 3) 9/20/2019 - Wealth Advisors of Tampa Bay LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - LICENSED ADMIN. - Started 08/19/2019 - 160 Hours Per Month/144 Hours During Securities Trading - Time Spent 22% - I provide administrative support to Wealth Advisors of Tampa Bay, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 160 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-25 |
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