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Current Employers
Provise Management Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-25
FL RA APPROVED 2022-07-18
  • TX RA
    APPROVED
    Since 2026-02-25
  • FL RA
    APPROVED
    Since 2022-07-18

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
Bank Of America, N.A. St Petersburg FL 08/2015 01/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated St Petersburg FL 08/2015 01/2019
Edward Jones St.LOuis MO 01/2019 07/2022
Kestra Investment Services, Llc Clearwater FL 07/2022 Present
Provise Management Group, Llc Clearwater FL 07/2022 Present
Previous Registrations
Other Businesses

NAME: ProVise Management Group, LLC - INVESTMENT RELATED: Yes - ADDRESS: Clearwater FL 33759 - NATURE: Investment advisory services through an independent outside RIA - POSITION: IAR - TITLE: Financial Planner - START DATE: 07/11/2022 - NUMBER OF HOURS: 160 - SECURITIES TRADING HOURS: 130 - DESCRIPTION: Provide Investment Advisory services to clients NAME: Homeless Emergency Project DBA Homeless Empowerment Program (HEP) - INVESTMENT RELATED: No - ADDRESS: Cearwater, FL 33755 - NATURE: Non-Profit serving homeless and low income individuals and families - POSITION: Member - Title: Board of Directors - Start Date: 2/17/2026 - NUMBER OF HOURS: less than 10% NUMBER OF TRADING HOURS: less than 1% - Duties: Governance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-01
S63 Uniform Securities Agent State Law Examination 2007-08-03
  • S66 Uniform Combined State Law Examination
    2008-07-01
  • S63 Uniform Securities Agent State Law Examination
    2007-08-03
Designations
Other Names
  • Peter V Seriano
  • Pete V Seriano

View on SEC IAPD

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