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4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-05 |
Branch Locations
4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Tampa | FL | 07/2014 | 03/2024 |
| Agia Inc. | Houston | TX | 12/2022 | 03/2024 |
| Lpl Financial Llc | Tampa | FL | 03/2024 | Present |
| Northbridge Financial Group Llc | Tampa | FL | 03/2024 | Present |
1- 03/2024 / Northbridge Financial Group LLC / DBA for LPL Business (entity for LPL business) / 200 hrs mth / 10 hrs during trading / At reported business location(s) 2- 03/2024 / KR Ventures, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Start date: 11/01/2023 3- 03/2024 / St. Mary's Episcopal Day School / Coach/Sports/Fitness / Not Investment Related / 2 hrs mth / Start date: 10/02/2023 4- 04/09/2024 - Northbridge Financial Group LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) -Start Date 4/1/2024 - 200 Hours Per Month/ 10 Hours During Trading - I provide investment advisory services thru Northbridge Financial Group LLC, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 200 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 | 2018-12-20 |
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