VD
Venkat B. Devineni
TAMPA BAY CAPITAL MANAGEMENT LLC
Lakeland, FL
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CRD#: 7412538
VD
Professional summary
Venkat Babu Devineni, who also goes by Venkat Devineni, is a registered financial advisor currently at TAMPA BAY CAPITAL MANAGEMENT LLC located in Lakeland, Florida.
Venkat is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Venkat has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Venkat Devineni
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.
Name of the outside business activity: Quantilus Inc.; Does this activity entail Service on Board of Directors for a Publicly Traded Company: No; Is the business investment related? No; Location and description of the business: 1420 Celebration Blvd, Suite 200, Celebration, FL 34747, Information Technology Consulting; Position/Title:CEO; Responsibilities/Duties: General Management of the company; Start date: 10/1/18. Hours per month devoted to the business, during trading hours:5; outside trading hours; 5. Percentage of total yearly compensation expected to be derived from the business:None; Will you receive an IRS form for the income earned from this outside business? No. Name of the outside business activity: Global Soft Technologies LLC.; Does this activity entail Service on Board of Directors for a Publicly Traded Company: No; Is the business investment related? No; Location and description of the business: 600 Cleveland Street,Ste 796, Clearwater, FL 33755. Information Technology Consulting; Position/Title:CEO; Responsibilities/Duties: General Management of the company; Start date: 12/1/18. Hours per month devoted to the business, during trading hours:10; outside trading hours; 10. Percentage of total yearly compensation expected to be derived from the business:None; Will you receive an IRS form for the income earned from this outside business? No.
CRS (Client Relationship Summary) - RIA
Click below to view Venkat Babu Devineni'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®
NoneExperience
Current
February 8, 2022 - Present
TAMPA BAY CAPITAL MANAGEMENT LLC
RIA
CRD#: 315210
Lakeland, FL
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(2/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TB
TAMPA BAY CAPITAL MANAGEMENT LLC
TAMPA BAY CAPITAL MANAGEMENT LLC
CRD#: 315210 / SEC#:
Florida
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Contact information
Main Address
Lakeland, FL
Mailing Address
Phone number
(732) 789-6648
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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