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1401 S Fort Harrison Ave, Clearwater, FL 33756-2002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-26 |
| FL | RA | APPROVED | 2013-04-02 |
Branch Locations
1401 S Fort Harrison Ave, Clearwater, FL 33756-2002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merit Investment Solutions, Inc. | Clearwater | FL | 08/2010 | 04/2026 |
| Asset Management Financial Services, Inc. | Clearwater | FL | 03/2013 | Present |
| Core Investment Management, Llc | Clearwater | FL | 03/2012 | Present |
1) Asset Management Financial Services, Inc.; Investment Related; Clearwater, FL; Investment Adviser; IAR; 2013; 120/120; Investment Adviser Representative 2) Advisor Administrative Services, LLC, d/b/a CORE Investment Management LLC; Investment Related; Clearwater, FL; Administrative services company; Vice President; 2012; 120/120; CORE is an administrative services company that provides support to investment professionals. 3) Insurance Agent; Investment Related; Clearwater, FL; 0/120.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-18 |
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