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255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-01-14 |
| FL | RA | APPROVED | 2020-12-08 |
Branch Locations
255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-01-14 |
| FL | RA | APPROVED | 2020-12-11 |
Branch Locations
2 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Painewebber Incorporated | New York | NY | 08/2000 | Present |
| Mugarian Investment Group, Llc | Pensacola | FL | 10/2000 | Present |
141 White Oak, LLC, 4309 Spanish Trail, Pensacola, Florida 32504. The entity is a non-public Limited Liability Company that wholly owns, operates, and manages a vacation property located in Gatlinburg, Tennessee. The property management company is not investment-related. Owned since October of 2020. Mr. Mugarian is the Managing Member. He spends up to 1% of his time monthly devoted to the management of this property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-12 |
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