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Worth Thomas Blackwell

MUNICIPAL BOND PORTFOLIO ANALYSIS, LLC·TAMPA, Florida
Series 7, Series 8, Series 52, Series 53, Series 63, Series 65Clean record14 years registeredMUNICIPAL BOND PORTFOLIO ANALYSIS, LLC
1700 S MACDILL AVENUE, TAMPA, FL 33629CRD# 734123Firm CRD# 158029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Worth Thomas Blackwell · TAMPA, FL
Registration
CRD #734123 · MUNICIPAL BOND PORTFOLIO ANALYSIS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MUNICIPAL BOND PORTFOLIO ANALYSIS, LLC
Jun 2012Dec 2018
TAMPA, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 52
Series 53
Series 63
Series 65
Registration record
First registered · June 7, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MUNICIPAL BOND PORTFOLIO ANALYSIS, LLC
CRD 158029 · SEC 801-80097
Employees
2
Total firm employees
Services offered by MUNICIPAL BOND PORTFOLIO ANALYSIS, LLC
Per Form ADV
Selection of other advisers
Educational seminars/workshops
Introduction

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05

Frequently Asked Questions

What services does Worth Thomas Blackwell offer?
Worth Thomas Blackwell specializes in Wealth Management, Financial Education.
What are Worth Thomas Blackwell's credentials?
Worth Thomas Blackwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Worth Thomas Blackwell located?
Worth Thomas Blackwell is based in TAMPA, Florida, last registered with MUNICIPAL BOND PORTFOLIO ANALYSIS, LLC.
How does Worth Thomas Blackwell charge for services?
Worth Thomas Blackwell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUNICIPAL BOND PORTFOLIO ANALYSIS, LLC?
MUNICIPAL BOND PORTFOLIO ANALYSIS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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