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MD

Michael R. Dreyer

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CRD#: 2666758
MD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Richard Dreyer, who also goes by Michael Dreyer, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2002. Michael had worked at 4 firms and has passed the Series 65, Series 7, Series 2 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Dreyer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 1, 2012 - October 28, 2013

FLORIDA INVESTMENT ADVISORS

RIA
CRD#: 109492
TAMPA, FL
Past

April 16, 2012 - October 28, 2013

FLORIDA INVESTMENT ADVISORS

BD
CRD#: 109492
TAMPA, FL
Past

November 2, 2010 - January 18, 2012

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
TAMPA, FL
Past

October 27, 2010 - January 18, 2012

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
TAMPA, FL
Past

August 21, 2006 - November 5, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
TAMPA, FL
Past

January 6, 2005 - November 5, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
TAMPA, FL
Past

February 28, 2002 - February 11, 2003

PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC

RIA
CRD#: 110974
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/20/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 9/21/1995
Non-Member General Securities Examination
Principal/Supervisory Exam

Current Firm


FI
FLORIDA INVESTMENT ADVISORS
FLORIDA INVESTMENT ADVISERS | FLORIDA INVESTMENT ADVISORS INC. | FLORIDA INVESTMENT ADVISORS INC | FLORIDA INVESTMENT ADVISORS | FLORIDA INVESTMENT ADVISERS INC. | FLORIDA INVESTMENT ADVISERS INC

CRD#: 109492 / SEC#: 801-55717, 8-53459

BD
Terminated by SEC on 07/29/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 06/01/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FIA-WRAP BROCHURE MUTUAL FD (3/22/2013)

Direct owners and executive officers


NamePositionCRD#
TAMPA BAY BANKING CO.SHAREHOLDER
FERMAN, JAMES LAURENS JR.DIRECTOR4366779
CANTO, JOAQUIN EDUARDOOPERATIONS MANAGER/CCO1100183
CELESTAN, GREGORY JEROMEDIRECTOR4433312
DIVERS, ALAN GERALDDIRECTOR4366766
FLEMING, THEODORE SCOTTEXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT1692432
GARCIA, LUISDIRECTOR4393577
HARROD, GARY WILLIAMDIRECTOR5413182
TUCKER, CLARK BOMARFINOPS1977842
WEST, WILLIAM O IIICHAIRMAN
WHITING, PAUL LEODIRECTOR5413204

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FLORIDA INVESTMENT ADVISORS

CRD#: 109492

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