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3625 E 96Th St, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
Branch Locations
3625 E 96Th St, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provise Management Group, Llc | Clearwater | FL | 11/2015 | 04/2021 |
| Invst, Llc | Oldsmar | FL | 05/2021 | Present |
Debbee Dee, LLC; Not Investment Related; Start Date: 04/15/2021; 10 hrs/ per month during trading hours; Oldsmar, Florida; Owner; Paraplanning consulting; Financial planning work for other financial advisors. Simpli Be LLC, for Habit Finders Coaching, 40 hrs a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-22 |
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