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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-28 |
| NC | RA | APPROVED | 2022-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami | FL | 12/2013 | 07/2020 |
| Fortune 360 Group Llc | Wake Forest | NC | 06/2018 | 02/2023 |
| Securities America, Inc. | Wake Forest | NC | 07/2020 | 07/2021 |
| Assuredpartners Investment Advisors, Llc | Tampa | FL | 10/2022 | Present |
| Assuredpartners Of Washington, Llc | Tampa | FL | 10/2022 | Present |
| Private Client Services | Plantation | FL | 06/2023 | Present |
1) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 160 hrs/mo; 140 during trading hrs. 2) AssuredPartners. Insurance Sales. 3) Private Client Services; Advisor/Registered Broker-Dealer; Investment related: Yes; 2225 Lexington Road Louisville KY 40206 USA; broker-dealer; Duties: Sell mainly annuities and insurance products to clients.; 2023-06-20; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-12 |
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