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2637 Mc Cormick Drive Suite 101, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-08 |
| TX | RA | APPROVED_RES | 2025-04-02 |
Branch Locations
2637 Mc Cormick Drive Suite 101, Clearwater, FL 33759 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Trust Asset Management, Inc. | Clearwater | FL | 09/2007 | Present |
| The Holland Group Income Tax And Financial Strategies Inc. | Clearwater | FL | 09/2011 | Present |
1. The Holland Group Income Tax and Financial Strategies Inc. an affiliated insurance agency and accounting practice. address is same as my office. President. Started in 1994, incorporated in 1997. 20 hours per week, 20 hours during trading hours. 2. Mutual Trust Asset Management, Inc., an unaffiliated registered investment adviser. Investment adviser representative from 09/2007 to present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-01 |
| S66 | Uniform Combined State Law Examination | 2007-08-24 |
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