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2553 Fruitville Road, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swaine & Leidel Wealth Services, Llc | Sebring | FL | 05/2018 | 01/2021 |
| Murrell L. Winter, Inc. | Wauchula | FL | 01/2016 | Present |
| University Of Tampa | Tampa | FL | 08/2016 | 05/2018 |
| Second Half Financial Partners, Llc | Sebring | FL | 01/2021 | 07/2024 |
| Swan Investment Strategies, Llc | Sebring | FL | 10/2021 | 07/2024 |
| Swan Insurance Strategies | Sarasota | FL | 07/2024 | Present |
| Swan Retirement Strategies | Sarasota | FL | 07/2024 | Present |
MURRELL L. WINTER, INC., NON-INVESTMENT RELATED. LOCATED AT WAUCHULA, FLORIDA. OWNER, MANAGE AGRICULTURAL BUSINESS THAT RAISES CATTLE FOR SALE, SPENDS APPROX. 10 HOURS/MONTH ON BUSINESS, WITH 0 HOURS/MONTH DURING SECURITIES TRADING HOURS. SWAN INSURANCE STRATEGIES, LLC, INVESTMENT RELATED. LOCATED AT SARASOTA, FLORIDA. OWNER, INSURANCE SALES, SINCE 2021; DEVOTES NOT MORE THAN 10% OF HIS TIME DURING WORKING HOURS/MONTH DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-02 |
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