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300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-24 |
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Franklin | TN | 05/2021 | 09/2021 |
| Belmont University | Nashville | TN | 06/2017 | 08/2019 |
| Working Group Artist Management | Nashville | TN | 06/2016 | 12/2016 |
| Single Family | Nashville | TN | 08/2016 | 05/2017 |
| Bartaco | Nashville | TN | 08/2017 | 10/2017 |
| Nicoletto's Italian Kitchen | Nashville | TN | 02/2018 | 03/2019 |
| Clearloop Corporation | Nashville | TN | 03/2019 | 10/2020 |
| Unemployed | Nashville | TN | 10/2020 | 04/2021 |
| The Prudential Insurance Company Of America | Franklin | TN | 08/2021 | 09/2021 |
| P2 Alchemy Llc | Woodstock | NY | 10/2021 | 06/2025 |
| Unemployed | Sarasota | FL | 07/2025 | 02/2026 |
| Provise Management Group, Llc | Clearwater | FL | 03/2026 | Present |
Vajrapani Foundation - Investment related: No - Address: Glenford, NY - Nature of business: Non-profit - Position: BOD - Title: Director - Start date: 1/1/2025 - Number of hr/mth: 1 - Trading hours: 0 - Duties - participate in annual meeting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
| S66 | Uniform Combined State Law Examination | 2021-06-25 |
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