Michael D. Labarbera

JOURNEY STRATEGIC WEALTH LLC

Tampa, FL 33618

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CRD#: 4178878

Professional summary

Michael Dennis Labarbera, AIF® is a registered financial advisor currently at JOURNEY STRATEGIC WEALTH LLC located in Tampa, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Tampa, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. 02/14/2018 - MDL Insurance Advisors, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Consultant - Start Date 6/1/2006. 2. 02/14/2018 - No Business Name - Not Investment Related - 13309 Winding Oak Ct. Suite A Tampa, FL 33612 - Real Estate Rental - Owner - Start Date 9/2012. 3. Journey Strategic Wealth dba MDL Wealth Management. Investment Related. At registered location. RIA. Financial Advisor. 8/2024. 160 hrs/month all during trading hrs. Financial planning and investment management. 4. Fixed Insurance. Investment related. At Registered location. Independent insurance. Agent. Fixed/Traditional insurance. 8/2024. 10 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dennis Labarbera's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 5, 2024 - Present

JOURNEY STRATEGIC WEALTH LLC

Office #1: 13919 Carrollwood Village Run Suite A, Tampa, FL 33618

RIA

CRD#: 310648

Tampa, FL

Current

August 6, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 13919 Carrollwood Village Run Suite A, Tampa, FL 33618

CRD#: 35747

Tampa, FL

Past

February 14, 2018 - August 5, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

TAMPA, FL

Past

February 14, 2018 - August 5, 2024

LPL FINANCIAL LLC

CRD#: 6413

TAMPA, FL

Past

February 9, 2010 - February 15, 2018

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

TAMPA, FL

Past

February 1, 2010 - February 14, 2018

INVEST FINANCIAL CORPORATION

CRD#: 12984

TAMPA, FL

Past

May 20, 2008 - February 10, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

TAMPA, FL

Past

June 24, 2005 - February 10, 2010

LPL FINANCIAL LLC

CRD#: 6413

TAMPA, FL

Past

July 8, 2003 - June 24, 2005

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

September 21, 2000 - July 14, 2003

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

July 7, 2000 - August 10, 2000

SIMMERS CAPITAL MANAGEMENT CORPORATION

CRD#: 29960

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOURNEY STRATEGIC WEALTH LLC

JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT

CRD#: 310648 / SEC#: 801-119925

RIA

Registered Investment Advisory firm - (12/7/2020 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(8/6/2024)

Colorado
(8/6/2024)

IAR

Colorado
(8/6/2024)

Florida
(8/6/2024)

IAR

Florida
(11/5/2024)

Georgia
(8/6/2024)

IAR

Georgia
(10/31/2024)

Idaho
(8/6/2024)

IAR

Idaho
(8/6/2024)

IAR

Kentucky
(11/15/2024)

IAR

Michigan
(8/5/2024)

New Jersey
(8/6/2024)

IAR

New Jersey
(8/7/2024)

IAR

North Carolina
(11/5/2024)

IAR

Texas
(8/5/2024)

IAR

Virginia
(11/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/15/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/6/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

JOURNEY STRATEGIC WEALTH LLC

JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT

CRD#: 310648 / SEC#: 801-119925

RIA

Registered Investment Advisory firm - (12/7/2020 Approved)

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Contact information

Main Address

47 Maple Street Suite 104, Summit, NJ 07901

Mailing Address

Phone number

(201) 905-0070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOURNEY STRATEGIC WEALTH, LLC DISCLOSURE BROCHURE & PRIVACY POLICY (9/10/2025)

Regulatory assets under management

Total Number of Accounts	3,304
AUM (Assets Under Management)	$ 3,764,311,936

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Michael D. Labarbera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Dennis Labarbera's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

LPL FINANCIAL LLC

LPL FINANCIAL LLC

GUNNALLEN FINANCIAL, INC

PARK AVENUE SECURITIES LLC

SIMMERS CAPITAL MANAGEMENT CORPORATION

Primary Firm SEC Registration

JOURNEY STRATEGIC WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/15/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2001

Series 6

Date: 7/6/2000

FINRA

Current Firm

JOURNEY STRATEGIC WEALTH LLC

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOURNEY STRATEGIC WEALTH LLC

TRUST BUT VERIFY

Contact information

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