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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-19 |
Branch Locations
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truvestments Capital, Llc | Sarasota | FL | 08/2015 | Present |
| Elite Wealth Advisors | Sarasota | FL | 10/2013 | Present |
| Mccarty Marketing Inc. | Sarasota | FL | 01/2000 | Present |
(1) ELITE WEALTH ADVISORS, SARASOTA, FL NOT INVESTMENT RELATED WHOLESALE/DISTRIBUTION OF FIXED ANNUITIES AND LIFE INSURANCE PRODUCTS OWNER, CEO START DATE: 10/2013 APPROXIMATE HOURS DEVOTED PER MONTH: 80 HOURS APPROXIMATE HOURS DEVOTED PER MONTH DURING TRADING HOURS: 80 (2) MCCARTY MARKETING INC., SARASOTA FL NOT INVESTMENT RELATED OWNER 100%, INSURANCE SALES AND CONSULTANT START DATE: 01/1/2000 APPROXIMATE HOURS DEVOTED PER MONTH: 2 APPROXIMATE HOURS DEVOTED PER MONTH DURING TRADING HOURS: 0 3)FUNDERFULL, LLC, SARASOTA, FL NOT INVESTMENT RELATED BUSINESS CONSULTING FIRM OWNER START DATE: 05/2019 APPROXIMATE HOURS DEVOTED PER MONTH: 5 HOURS APPROXIMATE HOURS DEVOTED PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-10 |
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