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2475 Enterprise Rd., Clearwater, FL 33763 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gfs Private Wealth Llc | Clearwater | FL | 09/2012 | 07/2018 |
| Mercer Global Advisors Inc. | Clearwater | FL | 02/2018 | 07/2021 |
| Noble Family Wealth, Llc | Clearwater | FL | 10/2024 | Present |
| Retired | Clearwater | FL | 07/2021 | 09/2024 |
(1) MANAGER (2012), 2505 ENTERPRISE LLC, NOT INVESTMENT RELATED; LOCATED AT 2475 ENTERPRISE RD., CLEARWATER, FL, LLC OWNS OFFICE BUILDING GFS IS LOCATED, LESS THAN 5 HOURS PER MONTH DEVOTED TO THIS BUSINESS. (2) Managing Member (2015); Freedom Sails LLC; Not Investment Related; Clearwater, FL; LLC Owns Boat; Less than 1 Hour per month devoted to this business. (3) Managing Member (2013); Santina LLC; Not Investment Related; Clearwater, FL; LLC Owns Boat; Less than 1 Hour per month devoted to this business. (4) Managing Member (2024); Staysail Consulting LLC; Not Investment Related; Clearwater, FL; LLC Business Management; Less than 1 Hour per month devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-24 |
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