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Psi Advisors, LLC CRD 285880
$801M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-02-15 |
| TX | RA | APPROVED | 2019-02-07 |
Branch Locations
13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Financial Group | Tampa | FL | 07/1998 | 02/2018 |
| Princor Financial Services Corporation | Tampa | FL | 08/1998 | 02/2018 |
| Mark Scheidter & Associates | Tampa | FL | 01/2008 | Present |
| Lpl Financial Llc | Tampa | FL | 02/2018 | Present |
| Psi Advisors, Llc | Tampa | FL | 03/2018 | Present |
1) 2/28/2018 - Mark Schediter & Associates - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2018 - 160 hr/mth 2) 2/28/2018 - Mark Scheidter & Associates - Non-Variable Insurance - Principal Financial Group and Crump. Fixed life insurance, DI, fixed annuities, LTC, lntrust - health insurance, group non-med - inv rel - at reported business location(s) - start: 03/2018 - 15 hr/mth 3) 2/28/2018 - Mark D. Scheidter, LLC - Business Entity - owner - used for payroll/Tax purposes - non-inv rel - Tampa, FL - start: 11/2015 4) 2/28/2018 - Westchase Professional Services - Real Estate Rental - Owner - non-inv rel - Tampa,FL - start: 11/2005. 5) 4/10/2018 - PSI Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/8/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through PSI Advisors, an independent investment advisor firm. I started this business activity on 4/10/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 10/23/2018 - ASH Brokerage - Investment Related - 888 S Harrison St., STE 900 , Fort Wayne, IN 46802 - Non-Variable Insurance - Start Date:08/31/2018 - 5 Hours Per Month/1 Hours During Trading - fixed insurance. 7) 12/6/2018 - Alton K Cates Jr., CPA PA - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 08/03/2009 - 1 Hour Per Month During Securities Trading - For Referral Purposes Only. 8) 12/6/2018 - Felix Blanco, CPA PA - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 08/03/2009 - 1 Hour Per Month During Securities Trading - For Referral Purposes Only. 9) 12/6/2018 - FLD Insurance, Inc. - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 01/04/2010 - 1 Hour Per Month During Securities Trading - For Referral Purposes Only. 10) 12/6/2018 - PayPlus - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 02/01/2010 - 1 Hour Per Month During Securities Trading - For Referral Purposes Only. 11) 08/24/2022 - Pinnacle Insurance & Financial Services, LLC - Investment Related - 7791 Belfort Parkway Jacksonville, FL 32256 - Non-Variable Insurance - Broker - Start Date - 08/01/2022 - 4 Hours Per Month/0 Hours During Securities Trading. 12) 07/31/2024 - INERTIA / Advisor Services Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/11/2024 - 5 Hours Per Month/ 2 Hours during Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-12 |
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