Geoffrey M. Weitzel

FIRVA CAPITAL MANAGEMENT LLC

TAMPA, FL 33607

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CRD#: 4321708

Professional summary

Geoffrey Michael Weitzel is a registered financial advisor currently at FIRVA CAPITAL MANAGEMENT LLC located in Tampa, Florida.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Geoffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 53 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.

BAY SECURITIES SERVICES LLC- - INVESTMENT ANALYTICS & SUPPORT SERVICES. TITLE - EXECUTIVE. START DATE - 07/2010. CURRENTLY A FULL TIME EMPLOYEE. DUTIES INCLUDE GATHERING INVESTMENT INFORMATION & RUNNING ANALYTICS. FIRVA CAPITAL MANAGEMENT LLC - - REGISTERED INVESTMENT ADVISORY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Michael Weitzel's 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®

None

Experience

Current

June 7, 2012 - Present

FIRVA CAPITAL MANAGEMENT LLC

Office #1: 3000 Bayport Drive Suite 585, Tampa, FL 33607

RIA

CRD#: 147143

TAMPA, FL

Past

February 3, 2014 - December 17, 2014

SINCLAIR & COMPANY, LLC

CRD#: 133754

DARIEN, CT

Past

November 19, 2010 - February 8, 2012

H.C.WAINWRIGHT & CO., LLC

CRD#: 375

TAMPA, FL

Past

May 10, 2010 - October 14, 2010

LPE SECURITIES, LLC

CRD#: 117851

TAMPA, FL

Past

May 1, 2001 - June 11, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

May 1, 2001 - June 11, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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.

Highlighted states indicate IAR registrations

IAR

Florida
(6/7/2012)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/25/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/21/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/17/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/6/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 1/28/2011

Municipal Securities Principal Examination

Current Firm

FIRVA CAPITAL MANAGEMENT LLC

FIRVA CAPITAL MANAGEMENT LLC | FORGE ABS, LLC

CRD#: 147143 / SEC#:

Florida

Registered Investment Advisory firm - (4/17/2009 Approved)

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Contact information

Main Address

3000 Bayport Drive Suite 585, Tampa, FL 33607

Mailing Address

Phone number

(813) 676-7177

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Firm Stability Insights

Geoffrey M. Weitzel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Michael Weitzel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SINCLAIR & COMPANY, LLC

H.C.WAINWRIGHT & CO., LLC

LPE SECURITIES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2012

Series 63

Date: 5/21/2010

SIE

Date: 12/17/2014

Series 7

Date: 5/6/2010

Series 53

Date: 1/28/2011

Current Firm

FIRVA CAPITAL MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

FIRVA CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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