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Michael Paul Tancreti

Econologics Financial Advisors

Largo, FL

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Current Employers
Econologics Financial Advisors

2401 West Bay Drive Suite 603, Largo, FL 33770 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-03
  • FL RA
    APPROVED
    Since 2023-02-03

Branch Locations

2401 West Bay Drive Suite 603, Largo, FL 33770 • 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
OrganizationCityStateFromTo
Cvs Pharmacy Trinity FL 11/2011 12/2019
Neilson Oldsmar FL 06/2018 06/2019
Chase Bank Tampa FL 10/2018 04/2020
Econologics Financial Advisors Largo FL 06/2020 Present
  • 11/2011 → 12/2019
    Cvs Pharmacy
    Trinity, FL
  • 06/2018 → 06/2019
    Neilson
    Oldsmar, FL
  • 10/2018 → 04/2020
    Chase Bank
    Tampa, FL
  • 06/2020 → Present
    Econologics Financial Advisors
    Largo, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-06
  • S65 Uniform Investment Adviser Law Examination
    2023-01-06

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · LARGO, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Largo, FL
CETERA INVESTMENT ADVISERS LLC · LARGO, FL
KESTRA ADVISORY SERVICES, LLC · Largo, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Largo, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LARGO, FL
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Largo, FL
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