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963 Highland Avenue, Dunedin, FL 34698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| MS | RA | APPROVED | 2025-01-29 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Client 1St Advisory Group Llc | Clearwater | FL | 03/2013 | Present |
1.POWER OF ATTORNEY, FAMILY RELATED. 2.TRUSTEE, FAMILY-RELATED. 3.WEALTH MANAGEMENT CONSULTANTS, CORPORATION CREATED FOR THE PURPOSE OF OPERATING SECURITIES BUSINESS, SOLE OWNER; investment-related 4.Mabry Insurance Solutions, Investment-related, 36 Fisher Pt, Lumberton, MS 39455, Owner/President. Start date 11/2021. Hours per month are less than 1. 5.MiDaMo LLC, Partner, real estate company, owner, the business owns and manage property for rental purposes. The address is 963 Highland Ave, Dunedin, FL 34698. The company was started in 6/2025. This requires less than 1 hour a month. investment-related 6.Mabry Holding Co Inc, Investment-related, 36 Fisher Pt, Lumberton, MS 39455, Owner/President. Start date 11/2021. Hours per month are less than 1. 7.St. Maarten HOA, Treasurer of Board; 1/1/2025; non--investment-related 8.A Bushell & A Peck, Publishing Company for Maddie Mabry; 4/1/2026; non--investment-related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 1989-10-06 |
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