Griffin M. Dalrymple
OPINICUS
Tampa, FL 33629
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CRD#: 5212457
Professional summary
Griffin Millard Dalrymple, CFP® is a registered financial advisor currently at OPINICUS located in Tampa, Florida.
Griffin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Griffin has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 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. 1/27/2014 - OPINICUS FINANCIAL GROUP, INC. - INV REL - AT REPORTED LOCATION - NON-VARIABLE INSURANCE - PRESIDENT & DIRECTOR / LICENSED INDEPENDENT INSURANCE AGENT - TIME SPENT 1%; 1 HOUR PER MONTH, 0 DURING TRADING - DUTIES ARE TO MANAGE CLIENT INSURANCE NEEDS. 2.02/2020 - OPINICUS TAX & ACCOUNTING - NOT INVESTMENT RELATED - AT REPORTED LOCATION - TAX PREP/ACCOUNTING/PAYROLL FIRM - MANAGER MEMBER - 5% OF TIME PER MONTH IS SPENT ON THIS ACTIVITY - DUTIES ARE TO PROVIDE OVERSIGHT OF PRACTICE MANAGEMENT & HIRING. 3. 11/2018 - TEN-8 FIRE EQUIPMENT, INC. - NOT INV RELATED - DISTRIBUTOR OF FIRE AND EMERGENCY APPARATUS AND EQUIPMENT - DIRECTOR AND SHAREHOLDER - DUTIES ARE BOARD MEMBER. 4. 9/2018 - 3014 PALMIRA CONDO ASSOCIATION - NOT INV RELATED - OFFICE CONDOMINIUM ASSOC - PRESIDENT - VERY LITTLE TIME SPENT - DUTIES ARE BOARD PRESIDENT WITH OVERSIGHT OF EMPLOYEES AND CAPITAL IMPROVEMENT TO BUILDING. 5. 2/2025 - OC Palmira LLC - Not Inv Related - Commercial Real Estate Rental - Manager - 1 Hr/Mo
CRS (Client Relationship Summary) - RIA
Click below to view Griffin Millard Dalrymple'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®
CFP®
Start date: 2014
Experience
Current
November 22, 2013 - Present
OPINICUS
Office #1: 3014 West Palmira Ave. Ste. 201, Tampa, FL 33629RIA
CRD#: 168344
Tampa, FL
Past
March 29, 2007 - October 30, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
TAMPA, FL
Past
November 17, 2006 - November 20, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
TAMPA, FL
Past
October 4, 2006 - November 3, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
TAMPA, FL
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".
OP
OPINICUS
OPINICUS | OPINICUS WEALTH MANAGEMENT | OPINICUS CAPITAL, INC. | OPINICUS CAPITAL
CRD#: 168344 / SEC#: 801-121369
RIA
Registered Investment Advisory firm - (6/1/2021 Approved)Florida
Registered Investment Advisory firm - (6/8/2021 Terminated)Louisiana
Registered Investment Advisory firm - (6/15/2021 Terminated)Texas
Registered Investment Advisory firm - (6/8/2021 Terminated)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(11/22/2013)
IAR
Louisiana(4/4/2016)
IAR
Texas(1/28/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
OP
OPINICUS
OPINICUS | OPINICUS WEALTH MANAGEMENT | OPINICUS CAPITAL, INC. | OPINICUS CAPITAL
CRD#: 168344 / SEC#: 801-121369
RIA
Registered Investment Advisory firm - (6/1/2021 Approved)Florida
Registered Investment Advisory firm - (6/8/2021 Terminated)Louisiana
Registered Investment Advisory firm - (6/15/2021 Terminated)Texas
Registered Investment Advisory firm - (6/8/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3014 West Palmira Ave. Ste. 201, Tampa, FL 33629
Mailing Address
Phone number
(813) 443-4767
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 610 |
| AUM (Assets Under Management) | $ 256,037,883 |
Red Flags
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Company Information
OPINICUS
CRD#: 168344Tampa, FL 33629TRUST BUT VERIFY
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