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Keegan Michael Erva

Unify Financial Advisors

Clearwater, FL

CRD 7771413

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Employer firm

Unify Financial Advisors CRD 324120

$156M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Unify Financial Advisors

1465 South Fort Harrison Avenue Suite 201, Clearwater, FL 33756 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-05
  • FL RA
    APPROVED
    Since 2025-05-05

Branch Locations

1465 South Fort Harrison Avenue Suite 201, Clearwater, FL 33756 • 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
Florida Financial Advisors Tampa FL 06/2023 10/2023
Superior National Bank And Trust Hancock MI 06/2019 05/2023
Traverse Engineering Hancock MI 08/2019 03/2020
Snyder's Pharmacy Negaunee MI 04/2017 04/2019
Negaunee High School Negaunee MI 09/2015 05/2019
Severin Investments St. Louis MO 01/2024 04/2025
Unemployed Tamp FL 10/2023 01/2024
Unify Financial Advisors Clearwater FL 04/2025 Present
  • 06/2023 → 10/2023
    Florida Financial Advisors
    Tampa, FL
  • 06/2019 → 05/2023
    Superior National Bank And Trust
    Hancock, MI
  • 08/2019 → 03/2020
    Traverse Engineering
    Hancock, MI
  • 04/2017 → 04/2019
    Snyder's Pharmacy
    Negaunee, MI
  • 09/2015 → 05/2019
    Negaunee High School
    Negaunee, MI
  • 01/2024 → 04/2025
    Severin Investments
    St. Louis, MO
  • 10/2023 → 01/2024
    Unemployed
    Tamp, FL
  • 04/2025 → Present
    Clearwater, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-16
  • S65 Uniform Investment Adviser Law Examination
    2023-05-16

View on SEC IAPD

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