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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
| FL | RA | APPROVED | 2023-02-07 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
2502 N Rocky Point Drive Suite 675, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Advisors | Tampa | FL | 05/2026 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2021 |
| Sagace Wealth Management Llc | St Petersburg | FL | 04/2021 | 12/2022 |
| Capital Investment Advisors | Tampa | FL | 01/2023 | 05/2026 |
| Fidelity Brokerage Services, Llc | Chicago | IL | 08/2015 | 01/2017 |
| Fidelity Brokerage Services, Llc | Sarasota | FL | 01/2017 | 08/2018 |
| Fidelity Brokerage Services, Llc | Sarasota | FL | 08/2018 | 04/2021 |
1) Larson Clark LLC | Org Address: St. Cloud, FL, US | Nature of Business: Retail store | Not investment-related | Title: Owner | Duties: Ownership and management. Company is currently inactive. | Start Date: 07/05/2018 | Total Hrs p/m: 0 | Sec Trading Hrs p/m: 0; 2) Org Name: NA | Org Address: Saint Petersburg, FL, US | Nature of Bus: Life, Health and Variable Insurance Sales | Invest Rel: Y | Title: Insurance Agent licensed in the state of Florida | Duties: Inactive | Start Date: 10/25/2018 | Total Hrs p/m: 0 | Sec Trading Hrs p/m: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-14 |
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