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300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-16 |
| FL | RA | APPROVED | 2021-06-29 |
Branch Locations
300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
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 |
|---|---|---|---|---|
| Schenck Investment Solutions Llc | Appleton | WI | 06/2015 | 03/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | Tampa | FL | 01/2019 | 01/2021 |
| Provise Management Group, Llc | Clearwater | FL | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-25 |
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