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15350 N. Florida Ave., Tampa, FL 33613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-23 |
| TX | RA | APPROVED_RES | 2020-06-17 |
Branch Locations
15350 N. Florida Avenue, Tampa, FL 33613 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Jaffe Tilchin Wealth Management | Tampa | FL | 01/2014 | 06/2019 |
| Hd Vest Advisory Services | St Petersburg | FL | 06/2019 | 05/2020 |
| Hd Vest Insurance Agency, Llc | Irving | TX | 06/2010 | 05/2020 |
| Jaffe Tilchin Investment Partners | Tampa | FL | 06/2020 | Present |
Name of other business: Jaffe Tilchin Wealth Management; Not investment-related; Address: 15350 N. Florida Ave., Tampa, FL 33613; Nature of business: Insurance; Relationship: insurance agent; Start date: 6/1/20; Number of hours per month: 5; Number of hours during securities trading hours: 0; Duties: providing consultation and offering policies to insurance clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-30 |
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