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Kyle D Waterbury

Unique Wealth, LLC

Tampa, FL

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Current Employers
Unique Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-18
FL RA APPROVED 2022-01-11
  • TX RA
    APPROVED
    Since 2022-05-18
  • FL RA
    APPROVED
    Since 2022-01-11

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
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2016 03/2017
Curtis Parry St Petersburg FL 03/2017 03/2021
3 Daughters Brewery St Petersburg FL 05/2015 10/2016
Northwestern Mutual Investment Services Llc St Petersburg FL 01/2020 03/2021
Northwestern Mutual Wealth Management Company Tampa FL 10/2016 03/2017
Unique Wealth, Llc Tampa FL 03/2021 Present
  • 09/2016 → 03/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2017 → 03/2021
    Curtis Parry
    St Petersburg, FL
  • 05/2015 → 10/2016
    3 Daughters Brewery
    St Petersburg, FL
  • 01/2020 → 03/2021
    Northwestern Mutual Investment Services Llc
    St Petersburg, FL
  • 10/2016 → 03/2017
    Northwestern Mutual Wealth Management Company
    Tampa, FL
  • 03/2021 → Present
    Unique Wealth, Llc
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-28
  • S65 Uniform Investment Adviser Law Examination
    2021-12-28
Other Names
  • Kyle D Waterbury
  • Kyle D Waterbury
  • Kyle D Waterbury

View on SEC IAPD

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