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Land O Lakes, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sundance Wealth Management Group, Llc | Wesley Chapel | FL | 06/2012 | 01/2018 |
| Cps Investment Advisors | Lakeland | FL | 01/2018 | 01/2022 |
| Amg Wealth Management Llc | Land O Lakes | FL | 12/2021 | Present |
I facilitate college level accounting and finance classes online for University of Phoenix and I do consulting work as a fractional CFO and taxes under my CPA firm, Thomas A Gruber CPA PLLC. Thomas is the owner of Thomas A Gruber, CPA PLLC and has the same address as AMG Wealth Management. I dedicate about 200 hours each year to the CPA firm. I am a part-time employee faculty member facilitating accounting and finance courses at University of Phoenix online about 200 hours each year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-18 |
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