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310 10Th Ave North, Safety Harbor, FL 34695 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harwood Financial Group | Largo | FL | 08/2012 | 05/2020 |
| The Harwood Insurance Group, Llc | Largo | FL | 06/2013 | 03/2020 |
| Palm Harbor Group, Llc | Palm Harbor | FL | 12/2009 | Present |
| 6422 Theresa, Llc | Palm Habor | FL | 01/2020 | Present |
| Gunn Financial Advisors, Llc | Safety Harbor | FL | 03/2022 | Present |
(1)MANAGING MEMBER OF THE SINGLE MEMBER LLC: PALM HARBOR GROUP, LLC. PO BOX 1753, PALM HARBOR, FL 34682. THIS IS NOT AN INVESTMENT RELATED COMPANY. AS OF 12/2011 IT EXISTS SOLELY FOR HOLDING PERSONAL REAL ESTATE. AS OF 12/2011 ROLE WILL BE PASSIVE ASIDE FROM THE MINIMAL ADMINISTRATIVE NEEDS OF THE LLC. ESTIMATED ADMINISTRATIVE EFFORT TO BE LESS THAN 2 HOURS ANNUALLY,DUTIES WOULD BE LIMITED TO FILING PAPERWORK ANNUALLY AND OTHER MINIMAL LLC REQUIRED PAPERWORK TO MAINTAIN LLC'S NAME. THERE WILL BE NO ADDITIONAL INVESTORS OR MEMBERS IN THE FIRM AND NO FUTURE INVESTORS OR MEMBERS. (2) INSURANCE AGENT since 07/2012. LICENSED TO SELL A&H, LIFE, VA'S, HEALTH, FIXED INDEXED ANNUITIES AND FIXED ANNUITIES. Investment related. 20 hour PER MONTH DEVOTED TO THIS BUSINESS; 15 HOURS DURING TRADING HOURS; (3)6422 THERESA LLC, MEMBER/PARTNER; NOT INVESTMENT RELATED; LLC FORMED 1/1/2020; A REAL ESTATE RENTAL; 1-5 HOURS PER MONTH DEVOTED TO THIS BUSINESS; 0 HOURS DURING TRADING HOURS; CONDUCTS ADMINISTRATIVE DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-02 |
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