Anthony Longo has been an investment adviser representative at Caitlin John since February 2024, and is not listed among the firm’s executive officers or direct owners.
Caitlin John, LLC is a Brighton, MI firm with $215M under management, 602 clients and 25 advisers across 14 offices, as of its September 2026 filing.
- Simplyria Advisor NetworkCurrent– present · 2 yearsTampa, FL · Adviser representative · Firm CRD 154494
Investment adviser representative registrations
Anthony Longo is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2024; the most recent is Texas, in May 2026.
- FloridaSince 26 February 2024
- TexasResidentSince 26 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anthony Michael Longo
- CRD
- 7852925
- Firm
- Caitlin John · CRD 154494
- Office
- 3104 N Armenia Ave, Unit 2, Tampa, FL 33607
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Anthony Longo work?
Anthony Longo is an investment adviser representative registered through Caitlin John, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Anthony Longo a financial advisor?
Yes. Anthony Longo has a current investment-adviser registration in Florida and Texas, through Caitlin John since February 2024.
How many years of experience does Anthony Longo have?
Anthony Longo has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Anthony Longo passed?
Anthony Longo passed the Series 65 in December 2023.
Where is Anthony Longo based?
Anthony Longo’s registered office is in Tampa, FL.
Is Anthony Longo registered with FINRA?
No. Anthony Longo has no current broker registration.
How can I verify Anthony Longo’s record?
Search CRD 7852925 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Longo’s full registration record.