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Michael Corbett Milne

Ocala Capital, LLC

Ocala, FL

CRD 1842992

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Employer firm

Ocala Capital, LLC CRD 174846

$15.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Ocala Capital, Llc

1396 Ne 20Th Ave. Suite 600, Ocala, FL 34470 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-31
  • FL RA
    APPROVED
    Since 2025-07-31

Branch Locations

1396 Ne 20Th Ave. Suite 600, Ocala, FL 34470 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ocala Capital, Llc Ocala FL 08/2015 Present
Ocala Capital, Llc Ocala FL 12/2004 Present
Previous Registrations
  • 2012-01-09 → 2015-08-21
    Ft. Lauderdale, FL
    Ocala, FL
  • 2011-02-10 → 2011-11-08
    Brokersxpress Llc
    Boca Raton, FL
    Ocala, FL
    Ocala, FL
  • 2009-08-12 → 2011-01-26
    Ocala, FL
  • 2006-01-02 → 2009-10-10
    Raymond James Financial Services, Inc.
    Gainesville, FL
    Gainesville, FL
    Ocala, FL
  • 2004-10-07 → 2006-12-15
    Ocala, FL
    Gainesville, FL
  • 2000-07-10 → 2004-10-27
    Truist Investment Services, Inc.
    Ocala, FL
Other Businesses

1) DBA: OCALA CAPITAL, LLC;OCALA, FL 34470; EST. 12/2004; FINANCIAL SERVICES, OWNER, INSURANCE AGENT; SELL INSURANCE PRODUCTS FOR COMMISSIONS, 80% OF TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-09
S63 Uniform Securities Agent State Law Examination 1991-08-05
  • S66 Uniform Combined State Law Examination
    2002-10-09
  • S63 Uniform Securities Agent State Law Examination
    1991-08-05
Other Names
  • Mike Milne

View on SEC IAPD

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