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Inactive

William Samuel Borleis

Tactive Advisors, LLC

Sarasota, FL

Spring Hill, TN

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Current Employers
Tactive Advisors, Llc

1990 Main Street Suite 750, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-02-13
  • TN RA
    APPROVED
    Since 2026-02-13

Branch Locations

1990 Main Street Suite 750, Sarasota, FL 34236 • United States

Spring Hill, TN • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Goshen Providers Spring Hill TN 04/2015 Present
Center Street Securities, Inc. Nashville TN 01/2017 12/2022
Center Street Advisors Nashville TN 01/2017 12/2022
Arete Wealth Management Nashville TN 12/2022 04/2025
Arete Wealth Advisors Nashville TN 12/2022 04/2025
Cabin Advisors Llc Overland Park KS 04/2025 02/2026
Cabin Securities Inc. Overland Park KS 04/2025 02/2026
Tactive Advisors, Llc Spring Hill TN 02/2026 Present
  • 04/2015 → Present
    Goshen Providers
    Spring Hill, TN
  • 01/2017 → 12/2022
    Center Street Securities, Inc.
    Nashville, TN
  • 01/2017 → 12/2022
    Center Street Advisors
    Nashville, TN
  • 12/2022 → 04/2025
    Arete Wealth Management
    Nashville, TN
  • 12/2022 → 04/2025
    Arete Wealth Advisors
    Nashville, TN
  • 04/2025 → 02/2026
    Overland Park, KS
  • 04/2025 → 02/2026
    Cabin Securities Inc.
    Overland Park, KS
  • 02/2026 → Present
    Spring Hill, TN
Previous Registrations
  • 2025-04-02 → 2026-02-10
    Overland Park, KS
    Spring Hill, TN
  • 2022-12-05 → 2025-05-01
    Chicago, IL
    Spring Hill, TN
  • 2017-01-30 → 2022-12-06
    Center Street Advisors, Inc.
    Spring Hill, TN
    Nashville, TN
    Nashville, TN
  • 2014-06-30 → 2015-04-17
    Brentwood, TN
    Spring Hill, TN
  • 2008-07-14 → 2013-10-14
    Brentwood, TN
  • 2004-03-26 → 2006-11-02
    Fsc Securities Corporation
    Brentwood, TN
    Brentwood, TN
Other Businesses

SOI LLC: not investment related: Huntsville AL 35801; Collectibles ; minority member; Borleis Insurance - Non-variable insurance, agent Life Insurance & Fixed Annuities, Spring Hill ,TN since Juen 2014

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-29
S63 Uniform Securities Agent State Law Examination 1992-10-12
  • S65 Uniform Investment Adviser Law Examination
    2014-05-29
  • S63 Uniform Securities Agent State Law Examination
    1992-10-12
Other Names
  • Bil Borleis
  • Bill Borleis
  • H William Borleis
  • Herbert William Borleis
  • H William Borleis

View on SEC IAPD

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