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610 W. De Leon St., Tampa, FL 33606-2720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearwell Advisors, Llc | Tampa | FL | 11/2019 | Present |
| Clearwell Group, Llc | Tampa | FL | 09/2013 | Present |
1. Flash-Rite Inc. Maitland, Florida, United States Board Member, December 2025 - Present, 10 hrs/year Board governance and oversight; strategic guidance Private portfolio company of a private equity sponsor 2. Steadfast Alliance Tampa, Florida, United States Board Member, January 2025 - Present, 10 hrs/year Board governance and oversight; strategic guidance Private portfolio company of a private equity sponsor 3. National Boiler Service Trenton GA, United States Board Observer, March 2024 - Present, 10 hrs/year Board governance and oversight; strategic guidance Private portfolio company of a private equity sponsor
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