Inactive

Timothy J Bartlett

Unique Wealth, LLC

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Current Employers

Unique Wealth, Llc

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-06-07

FL RA
APPROVED

Since 2021-06-07

Branch Locations

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Curtis Parry	Tampa	FL	09/2015	03/2021
Northwestern Mutual Investment Services Llc	Tampa	FL	09/2015	03/2021
Unique Wealth, Llc	Tampa	FL	03/2021	Present
Northwestern Mutual Wealth Management Company	Tampa	FL	01/2016	03/2021
Northwestern Mutual Investment Services Llc	Tampa	FL	09/2015	12/2019

09/2015 → 03/2021

Curtis Parry

Tampa, FL
09/2015 → 03/2021

Northwestern Mutual Investment Services Llc

Tampa, FL
03/2021 → Present

Unique Wealth, Llc

Tampa, FL
01/2016 → 03/2021

Northwestern Mutual Wealth Management Company

Tampa, FL
09/2015 → 12/2019

Northwestern Mutual Investment Services Llc

Tampa, FL

Previous Registrations

2015-09-29 → 2019-12-11

Northwestern Mutual Investment Services, Llc

Tampa, FL

Tampa, FL
2014-02-11 → 2015-09-14

Fifth Third Securities, Inc.

Clearwater, FL

Clearwater, FL
2013-10-09 → 2014-02-11

Msi Financial Services, Inc.

Tampa, FL
2008-10-22 → 2012-08-16

Blackrock Investment Management, Llc

Princeton, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-10-21

S66 Uniform Combined State Law Examination

2008-10-21

Designations

Other Names

Tim Bartlett
Tim J Bartlett
Timothy Joel Bartlett

View on SEC IAPD

Other Firms

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UNITED CAPITAL FINANCIAL ADVISORS

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AE WEALTH MANAGEMENT, LLC

INDEPENDENT FINANCIAL PARTNERS

AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE

John Luke Robinson

JANET L CHRISTIANSEN

MATTHEW VERSAGE

Martin Adolfo Montana

Frank Cooper Finley

Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL

INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL

UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL

AE WEALTH MANAGEMENT, LLC · Tampa, FL

INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL

TRUADVISORS · TAMPA, FL

AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

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