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Advisor at FLORIDA FINANCIAL ADVISORS, LLC
Tampa, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 5, 2026 | n/a | yes | Tampa, FL | Current employment |
| PFG PRIVATE WEALTH MANAGEMENT, LLC | Independent wealth | Sep 19, 2024 | Sep 18, 2025 | no | LUTZ, FL | Previous registration |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Independent wealth | Dec 1, 2018 | Dec 19, 2019 | no | LA CROSSE, WI|Green Bay, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PFG PRIVATE WEALTH MANAGEMENT, LLC | FLORIDA FINANCIAL ADVISORS, LLC | Sep 18, 2025 | Jan 5, 2026 | 109 | Firm change | RIA to ibd |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | PFG PRIVATE WEALTH MANAGEMENT, LLC | Dec 19, 2019 | Sep 19, 2024 | 1,736 | Firm change after gap | Other |