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James Peter Tucci

Base Wealth Management

Lakewood Ranch, FL

Lutz, FL

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Current Employers
Base Wealth Management

7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-03
  • FL RA
    APPROVED
    Since 2026-03-03

Branch Locations

7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States

18214 Us 41 Highway N, Lutz, FL 33549 • 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
Sterling Bridge Financial Group Llc Palm Harbor FL 10/2021 Present
Ficare Federal Credit Union Clearwater FL 06/2021 10/2021
Kent State University Kent OH 08/2017 08/2021
Tallmadge High School Tallmadge OH 08/2013 08/2017
  • 10/2021 → Present
    Sterling Bridge Financial Group Llc
    Palm Harbor, FL
  • 06/2021 → 10/2021
    Ficare Federal Credit Union
    Clearwater, FL
  • 08/2017 → 08/2021
    Kent State University
    Kent, OH
  • 08/2013 → 08/2017
    Tallmadge High School
    Tallmadge, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-10
  • S65 Uniform Investment Adviser Law Examination
    2023-08-10

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LAKEWOOD RANCH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Lakewood Ranch, FL
LPL FINANCIAL LLC · BRADENTON, FL
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD RANCH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKEWOOD RANCH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BRADENTON, FL
NEWEDGE ADVISORS · Lakewood Ranch, FL
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC · Lakewood Ranch, FL

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