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36410 Us Highway 19 N, Palm Harbor, FL 34684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-09 |
| FL | RA | APPROVED | 2025-12-09 |
| NY | RA | APPROVED | 2021-02-23 |
Branch Locations
Palm Harbor, FL • United States
36410 Us Highway 19 N, Palm Harbor, FL 34684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc Dba Basile Wealth Management, Inc | Clearwater | FL | 06/1997 | 03/2018 |
| Lpl Financial Llc Dba Basile Wealth Management, Inc. | Clearwater | FL | 05/2008 | 03/2018 |
| Basile Financial Group, Inc | Clearwater | FL | 03/2018 | Present |
| Basile Financial Group, Inc | Clearwater | FL | 07/2017 | Present |
| Business Financial Solutions, Inc | Clearwater | FL | 03/2013 | Present |
| Red Hook Business Park, Inc | Clearwater | FL | 06/1994 | Present |
| Sole Proprietor | Clearwater | FL | 09/2005 | Present |
| Basile Cpa Firm, Inc. | Palm Harbor | FL | 01/2021 | Present |
1. 06/1994: Red Hook Business Park, Inc - Non-Investment Related - Clearwater, FL - Treasurer - Time Spent 5% - Strip mall about 15 rental units no renters are customers or advisors of RIA. 2. 3/1/2013: Business Financial Solutions, Inc. - CPA/Bookkeeper/Tax Preparer - Time Spent 20% - Accounting, Tax Prep, & perform controller functions for companies. 3. 09/2005: Sole Proprietor; Investment Related - Clearwater, FL - Real Estate Rental - 2 Hours Per Month/0 Hours During Securities Trading. 4. 01/2021: Basile CPA Firm, Inc.- Investment Related - President/CPA- Time Spent 30%- Accounting, Tax Prep, & perform controller functions for companies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-20 |
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