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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
Branch Locations
5225 Tech Data Dr Suite 200, Clearwater, FL 33760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lat Wealth Financial Advisors | Clearwater | FL | 05/2026 | Present |
| Florida Financial Advisors | Clearwater | FL | 05/2026 | Present |
| Unemployed | Tampa | FL | 01/2016 | 10/2022 |
| Center For Career And Professional Developement | Tampa | FL | 10/2022 | 04/2024 |
| Usf | Tampa | FL | 06/2022 | 05/2026 |
1) Florida Financial Advisors. Investment Related.5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities o 2) Lat Wealth Financial Advisors. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial planning and wealth management marketing entity. Does not provide investment advisory services. Advisory services are offered through Florida Financial Advisors, LLC. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Marketing activities; no advisory services conducted through this entity. o 3) Latitude Insurance Agency Services. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Insurance agency. Licensed insurance agency engaged in the sale of fixed insurance products. Position: Independent Contractor. 05/2026. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales. o 4) Florida Financial Insurance, LLC. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Licensed insurance agency engaged in the sale of insurance products, including fixed and fixed indexed annuities and life insurance. Position: Independent Contractor. 05/2026. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
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