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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-18 |
Branch Locations
5284 Station Way, Sarasota, FL 34233 • United States
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Advisory | Sarasota | FL | 01/2003 | 04/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 12/2013 | 04/2017 |
| Cs Sleight Inc D/B/A Truadvice Wealth Management | Sarasota | FL | 03/2018 | 06/2024 |
| Cs Sleight Inc D/B/A The Sleight Group | Sarasota | FL | 04/2017 | 03/2018 |
| Cs Sleight Inc D/B/A Truadvice Wealth Management | Sarasota | FL | 12/2023 | Present |
| Bison Advisors | Hartwell | GA | 12/2023 | Present |
| Truadvice, Llc | Sarasota | FL | 03/2018 | Present |
1) CS SLEIGHT, INC. D/B/A TRUADVICE Wealth Management; 5284 Station Way, Sarasota, FL 34233, TITLE: Owner & Insurance Agent. Insurance activities are not investment related. Sales of fixed insurance and annuities, independent insurance agent, original start date 01/2003, APPROX 5 HRS/WEEK, SELLING FIXED LIFE INSURANCE AND ANNUITIES. CS Sleight, Inc. is also partial owner of TRUADVICE, LLC. The underlying business of TRUADVICE is investment related. Start date 3-2018. Time spent approximately 20 hours per week. 5290 Station Way, Sarasota, FL 34233
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-17 |
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