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5550 W Executive Dr Suite 320, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-12 |
Branch Locations
5550 W Executive Dr Suite 320, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snow Capital Management, L.P. | Sewickley | PA | 10/2001 | 03/2020 |
| Suncoast Equity Management, Llc | Tampa | FL | 04/2020 | Present |
1) Stock Snips Corp; Pittsburgh, PA; Board Advisor; July 2026 - present; Advise on strategic matters related to distribution, corporate governance, and industry relationships. Less than 5 hours per quarter to attend board meetings potentially during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-21 |
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