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Quincy Booker Black

Carbon Wealth Management

Tampa, FL

CRD 7939177

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Employer firm

Carbon Wealth Management CRD 331891

$5.0K regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Carbon Wealth Management

4830 W Kennedy Blvd Ste 720, Tampa, FL 33609 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

4830 W Kennedy Blvd Ste 720, Tampa, FL 33609 • 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
Full-Time Parent Tampa FL 06/2014 Present
Carbon Wealth Management, Inc. Tampa FL 08/2024 Present
  • 06/2014 → Present
    Full-Time Parent
    Tampa, FL
  • 08/2024 → Present
    Carbon Wealth Management, Inc.
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-27
  • S65 Uniform Investment Adviser Law Examination
    2023-06-27
Other Names
  • Quincy Black

View on SEC IAPD

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Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
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UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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