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Brightwater Advisory, LLC CRD 169806
$304M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4613 W. North A St., Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-04-04 |
| NC | RA | APPROVED | 2021-12-13 |
| TX | RA | APPROVED_RES | 2017-02-07 |
| VA | RA | APPROVED | 2015-12-08 |
| FL | RA | APPROVED | 2014-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brightwater Advisory, Llc | Tampa | FL | 05/2014 | Present |
| Tampa Asset Management, Llc | Lutz | FL | 01/2016 | 03/2017 |
4613 NORTH A, LLC; INVESTMENT RELATED; TAMPA,FL; ENTITY HOLDING COMMERCIAL REAL ESTATE; MANAGING MEMBER; START DATE: 1/24/18; HOURS PER MONTH 0; HOURS PER MONTH DURING SECURITIES TRADING HOURS 0; MANAGEMENT OF COMMERCIAL PROPERTY. LLC IS OWNED BY DAVID AND KATIE MADDUX. LLC OWNS TAMPA OFFICE BUILDING AND RENTS IT TO BRIGHTWATER ADVISORY, LLC FOR USE AS ITS PRINCIPAL LOCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-31 |
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