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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
Branch Locations
611 Druid Rd E Ste 707, Clearwater, FL 33756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jg Wentworth | Delray | FL | 09/2018 | 04/2019 |
| Morgan Stanley | Boca Raton | FL | 04/2018 | 08/2018 |
| Fortified Funding | Deerfield Beach | FL | 01/2018 | 03/2018 |
| Ameripark | Boca Raton | FL | 02/2017 | 12/2017 |
| Unemployed | Boca Raton | FL | 03/2019 | 09/2019 |
| Florida Atlantic University | Boca Raton | FL | 01/2015 | 12/2017 |
| Premier Investments, Llc | Clearwater | FL | 05/2022 | 11/2022 |
| Foreside Fund Services, Llc | Clearwater | FL | 06/2022 | 11/2022 |
| David Lerner Associates, Inc. | Boca Raton | FL | 08/2019 | 09/2020 |
| Self Employed | Ft. Lauderdale | FL | 09/2020 | 05/2022 |
| Pruco Securities, Llc | Tampa | FL | 08/2023 | 11/2024 |
| Unemployed | Clearwater | FL | 11/2022 | 08/2023 |
| The Prudential Insurance Company Of America | Tampa | FL | 09/2023 | 05/2025 |
| Lpl Enterprise, Llc | Tampa | FL | 11/2024 | 05/2025 |
| Self Employed | Clearwater | FL | 06/2025 | 09/2025 |
| Sandy Morris Financial & Estate Planning Services, Llc | Tampa | FL | 10/2025 | 10/2025 |
| Nylife Securities, Llc | Tampa | FL | 11/2025 | 02/2026 |
| Morgan Stanley | Boca Raton | FL | 03/2018 | 07/2018 |
| Mml Investors Services, Llc | Tampa | FL | 03/2026 | 03/2026 |
| Massmutual Life Insurance Co | Tampa | FL | 02/2026 | 03/2026 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Clearwater | FL | 03/2026 | Present |
1) Name of Business: Thakar Financial LLC Address: 611 Druid Road E., Suite 707, Clearwater, FL, 33756, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 03/30/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client onboarding, portfolio management, sales, marketing, keep office stocked with essential supplies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-12 |
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