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5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Clearwater | FL | 10/2018 | 02/2023 |
| T Rowe Price | Tampa | FL | 10/2013 | 09/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2019 | 02/2023 |
| Northwestern Mutual Life Insurance Company | Tampa | FL | 01/2019 | 04/2019 |
| Diagnostic Clinic Medical Group | Clearwater | FL | 10/2019 | 12/2019 |
| Essentials Massage And Facials Of Carrollwood | Tampa | FL | 12/2020 | 10/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2023 | Present |
| Power Financial Partners | Tampa | FL | 04/2019 | Present |
1) 1. Power Financial Partners 2. Investment Related 3. Office of Employment Address 4. RIA 5. Retirement Education Specialist 6. 4/2019 7. 190 hrs/mo 8. 190 hours during trading 9. Retirement Ed, Service, Account Maintenance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-26 |
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