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Joseph Robert Mcfadden

Provise Management Group, LLC

Clearwater, FL

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Current Employers
Provise Management Group, Llc

300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-22
TX RA APPROVED 2025-09-10
  • FL RA
    APPROVED
    Since 2025-09-22
  • TX RA
    APPROVED
    Since 2025-09-10

Branch Locations

300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aberdeen Standard Investments Philadelphia PA 01/2006 03/2019
Swm Advisors St. Petersburg FL 01/2021 Present
Not Employed Philadelphia PA 04/2019 12/2020
Pensionmark Financial Group Santa Barbara CA 09/2022 Present
  • 01/2006 → 03/2019
    Aberdeen Standard Investments
    Philadelphia, PA
  • 01/2021 → Present
    Swm Advisors
    St. Petersburg, FL
  • 04/2019 → 12/2020
    Not Employed
    Philadelphia, PA
  • 09/2022 → Present
    Pensionmark Financial Group
    Santa Barbara, CA
Previous Registrations
  • 2022-10-18 → 2024-12-20
    World Investment Advisors, Llc
    St. Petersburg, FL
    St. Peterburg, FL
    St. Petersburg, FL
  • 2021-03-31 → 2022-12-19
    Swm Advisors
    St. Petersburg, FL
Designations

View on SEC IAPD

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