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300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-09 |
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 |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 01/2021 |
| Provise Management Group Llc | Clearwater | FL | 11/2021 | Present |
| Kestra Investment Services Llc | Clearwater | FL | 11/2021 | Present |
| Unemployed | Wesley Chapel | FL | 01/2021 | 11/2021 |
Business Name: PROVISE MANAGEMENT GROUP, LLC POSITION: Retirement Plan Advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/29/2021 ADDRESS: 611 Druid Road East, Suite 105, Clearwater FL 33756 DESCRIPTION: Act as client relationship manager servicing ERISA Qualified Plan clients providing overall service, employee enrollment and education, and investment oversight at plan level
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-03 |
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