Best Investors Account Sign in
Inactive

Anna Massey

Jaffe Tilchin Investment Partners, LLC

Tampa, FL

Greensboro, NC

Claim This Profile
Current Employers
Jaffe Tilchin Investment Partners, Llc

15350 N. Florida Ave., Tampa, FL 33613 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-12
NC RA APPROVED 2025-12-19
  • FL RA
    APPROVED
    Since 2026-01-12
  • NC RA
    APPROVED
    Since 2025-12-19

Branch Locations

15350 N. Florida Ave., Tampa, FL 33613 • United States

3150 N Elm St Ste 204, Greensboro, NC 27408 • 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
Jaffe Tilchin Investment Partners Greensboro NC 01/2025 Present
Trent Capital Management Greensboro NC 05/2021 01/2025
Gate City Signs And Graphics Greensboro NC 10/2020 05/2021
Alku Charlotte NC 05/2019 12/2019
Unc Charlotte Charlotte NC 07/2015 05/2019
Unemployed Greensboro NC 12/2019 10/2020
  • 01/2025 → Present
    Jaffe Tilchin Investment Partners
    Greensboro, NC
  • 05/2021 → 01/2025
    Trent Capital Management
    Greensboro, NC
  • 10/2020 → 05/2021
    Gate City Signs And Graphics
    Greensboro, NC
  • 05/2019 → 12/2019
    Alku
    Charlotte, NC
  • 07/2015 → 05/2019
    Unc Charlotte
    Charlotte, NC
  • 12/2019 → 10/2020
    Unemployed
    Greensboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor