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442 W Kennedy Blvd Suite 290, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-19 |
Branch Locations
442 W Kennedy Blvd Suite 290, Tampa, FL 33606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 05/2015 | 04/2021 |
| Ubs Financial Services Inc. | Tampa | FL | 04/2021 | 12/2023 |
| Solist Wealth Management Llc | Tampa | FL | 11/2023 | Present |
| Berkeley Preparatory School | Tampa | FL | 08/2021 | Present |
Solist Wealth Management 442 W Kenedy Blvd #290 Tampa, FL 33606 CEO/Owner RIA Investment related/Salary based Solist Insurance 442 W Kennedy Blvd, STE #290 Tampa FL 33606 Owner - Insurance Company Not investment or securities related 200 hours per month Solist Capital 442 W Kennedy Blvd Tampa FL 33606 Owner - Oversee all Capital investments Investment Related Securities through FNEX Capital Solist Mortgage 442 W Kennedy Blvd Tampa FL 33606 Owner - Mortgages Not investment related 100 hours per month Solist Financial 442 W Kennedy Blvd Tampa FL 33606 CEO and Owner Securities DBA - Securities through FNEX Capital. Phase Zero LLC 442 W Kennedy Blvd Tampa FL 33606 Owner and CEO Not Investment Related 100 hours per month Verdant Capital Holdings 1621 Central Ave Cheyenne WY 82001 Business owner 100 hours per month Not investment related Bluemark Capital 1621 Central Ave Cheyenne Wyoming 82001 Managing Member Not investment related 10 hours per week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-02 |
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