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300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2026-06-08 |
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 |
|---|---|---|---|---|
| Unemployed | Tampa | FL | 05/2009 | 05/2018 |
| Wells Fargo Advisors | Trinity | FL | 05/2018 | 08/2018 |
| Unemployed | Tampa | FL | 09/2018 | 05/2019 |
| Mutual Of Omaha Insurance Company | Tampa | FL | 05/2019 | 08/2019 |
| Mutual Of Omaha Investor Services | Tampa | FL | 05/2019 | 08/2019 |
| Raymond James & Associates, Inc. | Largo | FL | 09/2019 | 09/2022 |
| First Republic Securities Company, Llc | Palm Beach | FL | 09/2022 | 07/2023 |
| First Republic Investment Management, Inc | Palm Beach | FL | 09/2022 | 07/2023 |
| Jpmorgan Chase & Co. | Palm Beach Gardens | FL | 07/2023 | 09/2024 |
| Unemployed | Palm Beach | FL | 09/2024 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 05/2026 |
| Addessi Financial Partners | Lutz | FL | 01/2025 | 05/2026 |
| Kestra Investment Services Llc. | Clearwater | FL | 06/2026 | Present |
Name: ProVise Management Group, LLC - Investment Related: Yes - Address: Clearwater FL 33759 - Nature: Registered Rep activities through Kestra Investment Services, LLC using a DBA name; Insurance - Position: Advisor - Title: Financial Planner - Start Date: 6/1/2026 - Hrs/Mth: 91% - 100% - Hrs/Mth during trading: 91% - 100% - Duties: Administrative duties related to investment advisory services, financial planning and wealth management areas.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-25 |
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