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Current Employers
Assuredpartners Investment Advisors

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-28
NC RA APPROVED 2022-10-21
  • FL RA
    APPROVED
    Since 2022-11-28
  • NC RA
    APPROVED
    Since 2022-10-21

Branch Locations

Wake Forest, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2013 → 07/2020
    Investacorp, Inc.
    Miami, FL
  • 06/2018 → 02/2023
    Fortune 360 Group Llc
    Wake Forest, NC
  • 07/2020 → 07/2021
    Securities America, Inc.
    Wake Forest, NC
  • 10/2022 → Present
    Assuredpartners Investment Advisors, Llc
    Tampa, FL
  • 10/2022 → Present
    Assuredpartners Of Washington, Llc
    Tampa, FL
  • 06/2023 → Present
    Private Client Services
    Plantation, FL
Previous Registrations
Other Businesses

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;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-06-12
  • S63 Uniform Securities Agent State Law Examination
    2013-06-12
Designations

View on SEC IAPD

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