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JEFFREY LEE SCHLOTTERBECK JR
JEFF SCHLOTTERBECK JR, JEFFREY LEE SCHLOTTERBECK
CRD#: 4609555
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Investment Adviser
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Previous Broker
WATER STREET WEALTH MANAGEMENT, LLCCRD#: 295559 TAMPA, FL
Registration History
2004200620082010201220142016201820202022202420263 FIRMS2003 - 2004 (<1 year)2 FIRMS2005 - 2018 (12 years)IAWATER STREET WEALTH MANAGEMENT... (CRD# 295559)2018 - Present (6 years)BAMSOUTH INVESTMENT SERVICES, INC. (CRD# 15692)2004 - 2005 (1 year)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2006 - 2018 (12 years)
License(s)

State Registrations

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Florida 5/30/2018

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Texas 7/25/2023

Current Registration(s)
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WATER STREET WEALTH MANAGEMENT, LLC (CRD#:295559)
TAMPA, FL
Registered with this firm since 5/30/2018

Previous Registration(s)
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04/25/2006 - 04/17/2018 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) TAMPA, FL
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10/13/2005 - 04/17/2018 TD AMERITRADE, INC. (CRD#:7870) TAMPA, FL
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10/12/2005 - 04/17/2018 TD AMERITRADE, INC. (CRD#:7870) TAMPA, FL
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04/26/2004 - 11/09/2005 AMSOUTH INVESTMENT SERVICES, INC. (CRD#:15692) BIRMINGHAM, AL
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09/15/2003 - 02/24/2004 AMERICAN EXPRESS FINANCIAL ADVISORS, INC. (CRD#:6363) TAMPA, FL
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07/17/2003 - 02/24/2004 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
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07/17/2003 - 02/24/2004 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.