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300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-10 |
| FL | RA | APPROVED | 2001-10-10 |
Branch Locations
300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provise Management Group, Llc | Clearwater | FL | 01/2002 | Present |
| Provise Management Company, Inc. | Clearwater | FL | 01/2002 | Present |
1. Business Name: ProVise Management Company Inc. - Investment Related - Address: Clearwater FL 33759 - Nature of Business: Management Company Position - Title: President - Start Date: 1/1/2002 - Hours per month: 91% - 100% (145 - 160 hours) - Hours per month during trading hours: 91% - 100% (127 - 140 hours) - Duties: Management of ProVise Management Group LLC 2. Business Name: Forman School, Address: Litchfield, CT 06759 - Not Investment Related - Title: Trustee - Start Date: 1/1/2018 - Time spent on activity: less than 10% - Duties: Governance 3. Business Name: Homeless Empowerment Program (HEP) - Address: Clearwater, FL 33755 - Not Investment Related - Title: Board of Directors - Start Date: - Time spent on activity: less than 10% - Duties: Governance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-18 |
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