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18572 N. Dale Mabry Hwy, Lutz, FL 33548 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfg Private Wealth Management, Llc | Lutz | FL | 03/2016 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 04/2016 | 05/2017 |
| Tampa Dental Advisory Group | Tampa | FL | 07/2016 | 12/2017 |
| Teixeira Financial, Llc | Tampa | FL | 12/2009 | Present |
1. Independent Insurance Agent, Sole Proprietor, Start: 06/2006, 18572 N. Dale Mabry Hwy. Lutz, FL 33548, Insurance Agency/Agent, Not investment related, 40 hours per month, 2 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-09 |
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