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4601 W North A Street, Tampa, FL 33609-1909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darwin Wealth Management, Llc | Tampa | FL | 01/2021 | Present |
| Insurance Media Services | Tampa | FL | 01/2016 | 01/2021 |
| Farther Finance Advisors | Tampa | FL | 03/2025 | Present |
Fixed Insurance, Investment-Related, Tampa, FL, Fixed Insurance Sales, Insurance Agent, 03/19/2019, 1 hour(s) devoted per month, 1 hour(s) devoted per month during securities trading hours, sales of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-22 |
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