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300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
| FL | RA | APPROVED | 2022-07-18 |
Branch Locations
300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-03 |
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