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14055 Riveredge Dr. Suite 525, Tampa, FL 33637 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-04-09 |
| CA | RA | APPROVED | 2025-04-09 |
| CO | RA | APPROVED | 2025-04-09 |
| DC | RA | APPROVED | 2025-04-09 |
| FL | RA | APPROVED | 2025-04-09 |
| HI | RA | APPROVED | 2025-04-09 |
| KY | RA | APPROVED | 2025-04-09 |
| MD | RA | APPROVED | 2025-04-09 |
| MI | RA | APPROVED | 2025-04-09 |
| MN | RA | APPROVED | 2025-04-09 |
| MS | RA | APPROVED | 2025-04-09 |
| NE | RA | APPROVED | 2025-04-09 |
| NV | RA | APPROVED | 2025-04-09 |
| NJ | RA | APPROVED | 2025-04-09 |
| ND | RA | APPROVED | 2025-04-09 |
| OK | RA | APPROVED | 2025-04-09 |
| OR | RA | APPROVED | 2025-04-09 |
| RI | RA | APPROVED | 2025-04-09 |
| SC | RA | APPROVED | 2025-04-09 |
| VT | RA | APPROVED | 2025-04-09 |
| WI | RA | APPROVED | 2025-04-09 |
| VI | RA | APPROVED | 2025-04-09 |
| MA | RA | APPROVED | 2024-11-29 |
| GA | RA | APPROVED | 2024-10-01 |
| LA | RA | APPROVED | 2024-08-13 |
| AZ | RA | APPROVED | 2024-08-01 |
| WV | RA | APPROVED | 2024-07-11 |
| AL | RA | APPROVED | 2024-07-09 |
| AK | RA | APPROVED | 2024-07-09 |
| CT | RA | APPROVED | 2024-07-09 |
| DE | RA | APPROVED | 2024-07-09 |
| ID | RA | APPROVED | 2024-07-09 |
| IL | RA | APPROVED | 2024-07-09 |
| IN | RA | APPROVED | 2024-07-09 |
| IA | RA | APPROVED | 2024-07-09 |
| KS | RA | APPROVED | 2024-07-09 |
| ME | RA | APPROVED | 2024-07-09 |
| MO | RA | APPROVED | 2024-07-09 |
| MT | RA | APPROVED | 2024-07-09 |
| NH | RA | APPROVED | 2024-07-09 |
| NM | RA | APPROVED | 2024-07-09 |
| NY | RA | APPROVED | 2024-07-09 |
| NC | RA | APPROVED | 2024-07-09 |
| OH | RA | APPROVED | 2024-07-09 |
| PA | RA | APPROVED | 2024-07-09 |
| PR | RA | APPROVED | 2024-07-09 |
| SD | RA | APPROVED | 2024-07-09 |
| TX | RA | APPROVED | 2024-07-09 |
| UT | RA | APPROVED | 2024-07-09 |
| VA | RA | APPROVED | 2024-07-09 |
| WA | RA | APPROVED | 2024-07-09 |
| WY | RA | APPROVED | 2024-07-09 |
Branch Locations
14055 Riveredge Dr. Suite 525, Tampa, FL 33637 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Investment Advisors,Llc | Houston | TX | 02/2015 | 04/2020 |
| Self-Employed | Houston | TX | 05/2020 | 06/2021 |
| Members Trust Company, Fsb | Tampa | FL | 07/2021 | Present |
| Mtc Wealth Management, Lcc | Tampa | FL | 07/2021 | Present |
Members Trust Company, FSB is a Reg R Fiduciary Exempt OCC-chartered trust and investment firm. The FSB also wholly-owns the MTC Wealth Management, LLC SEC-registered RIA. Undertaking portfolio manager and senior investment officer roles for the two institutions from July 2021. Both firms are located at 14055 Riveredge Drive, Suite 525, Tampa, FL 33637; this is the location Sharon is supervised from and reports to. Sharon is currently VP, Senior Investment Officer for both firms. 175 hours of time is worked each month; approximately 90% of that time is for Members Trust Company, FSB and 10% for MTC Wealth Management, LLC. Duties for both institutions include investment research, analysis, contributing to investment strategy/model decision-making.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-12 |
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