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1407 Stephanie Way Suite C, Chesapeake, VA 23320 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-15 |
Branch Locations
3030 N. Rocky Point Dr. W. Suite 150, Tampa, FL 33607 • United States
3030 N. Rocky Point Dr. W. Suite 150, Tampa, FL 33607 • United States
1407 Stephanie Way Suite C, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bacaso Consulting Llc Dba Solid Ground Financial | Tampa | FL | 01/2013 | Present |
| Rauch Advisory, Llc | Chesapeake | VA | 11/2024 | Present |
1) Under my employment of BACASO Consulting LLC DBA Solid Ground Financial I have engaged in the following investment related activities since January 2013: Insurance - All Life and Health Lines - Independent Agent for multiple carriers and have sub-agents underneath from which I benefit. This includes Group Health and Group benefits for employers. Business Consulting, I am a Certified Exit Planning Advisor, and help businesses add value through value acceleration methodologies to help business owners find a successful exit. I operate under the belief that exit planning is business planning and so I am involved in all aspects of business operations for several companies. Social Security - I provide advice and guidance on the correct timing to best benefit from Social Security. I may at times charge a fee for this service. Address: 3030 N. Rocky Point Dr. W., Suite 150, Tampa, FL 33607. I dedicate about 20 to 40 hours per week to the above endeavors, most during securities trading hours. 2) PPLSI, Inc., 1 Pre-Paid Legal Way, Ada, OK 74820 - Independent Associate and Consultant for Strategic Partnership Division, about 33 hours per month spent on the activity, most during securities trading hours. Non investment related. Start date December 2014. 3) Under my personal name and BACASO Consulting LLC DBA Solid Ground Financial I have engaged in online, referral, and affiliate marketing in both an advisement capacity regarding strategies for businesses and for my own benefit. I dedicate or expect to dedicate about 33 hours per month on the activity, most during securities trading hours. Address: 3030 N. Rocky Point Dr. W., Suite 150, Tampa, FL 33607. Non investment related. Start date October 2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-26 |
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