Best Investors Account Sign in
Inactive

Holly Ann Harman

Provise Management Group, LLC

Clearwater, FL

Claim This Profile
Current Employers
Provise Management Group, Llc

300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-01
FL RA APPROVED 2021-06-16
  • TX RA
    APPROVED
    Since 2025-05-01
  • FL RA
    APPROVED
    Since 2021-06-16

Branch Locations

300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Provise Management Group, Llc Clearwater FL 06/2000 Present
Kestra Investment Services, Llc Austin TX 11/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-02
  • S65 Uniform Investment Adviser Law Examination
    2021-06-02
Designations
Other Names
  • Holly Ann Harman
  • Holly Ann Schroeder

View on SEC IAPD

More in Clearwater, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor